Share Financial Deals with Multiple Users or Groups

Help deal teams easily share financial deals with multiple participants at a time in a compliant manner. When you add the new Manage Participant component to a financial deal record page, they can add multiple users or groups as participants to the record, and also assign roles from within the component. The component also provides them a suggested list of users or groups to add to the record.

Where: This change applies to Lightning Experience in Enterprise, Professional, and Unlimited editions where Financial Services Cloud is enabled.

How: Edit a Financial Deal record page. Navigate to the Components menu, and drag the Manage Participants component to the record page layout. Ensure that the Financial Deal object is enabled for Complaint Data Sharing.

Navigating to the Manage Participants Component on Financial Deal record page.

You can configure the component then select participant types. Users or groups from these types appear as suggestions. To customize the suggestions list, click anywhere on the Manage Participants component to select it. In the properties pane, under Participant Types for Suggestion List, click Select. Move the required participant types to the Selected list and click OK. You can share financial deal with Account users only.