Track and Manage a Financial Deal Lifecycle

Help deal teams effectively track a financial deal lifecycle with the new Financial Deal Management data model. They can manage every aspect of deal-related interactions and take advantage of compliant, role-based data sharing options.

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

Why: Deal teams can capture notes, specify the deal stage, the status of the deal, the probability of the deal being successfully closed, and more. They can share deal records that contain confidential information only with relevant stakeholders to maintain compliance. If the Financial Deal object is enabled for Compliant Data Sharing (CDS), then the deal teams can add the Manage Participant component to the deal record page and share records with multiple users or groups at the same time. The component provides a suggested list of users or groups to add to a record as participants. You can configure the component then select participant types and assign participant roles.

How: To enable Financial Deal Management features, from Setup, in the Quick Find box, enter Deal Management, and then select Deal Management Settings.

Enabling deal management feature in the org.