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            Configure Fields Specific to Business Relationship Plan

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            3. Financial Services Cloud Admin Guide

            Configure Fields Specific to Business Relationship Plan

            Add Business Relationship Plan related fields to Account Plan and Account Plan Objective objects to help your relationship managers capture strategic details and relevant stakeholders associated with the account plan. You can also create a dedicated record type or a different layout for the finance-specific account plan and then add Business Relationship Plan related fields to it.

            Required Editions

            Available in: Lightning Experience in Enterprise and Unlimited Editions with Financial Services Cloud
            User Permissions Needed
            To enable business relationship plans:

            Financial Services Cloud Extension OR FSC Sales

            AND

            Customize Application
            1. From Setup, in the Quick Find box, enter Object Manager, and then select Object Manager.
            2. In the Quick Find box, enter Account Plan, and then select Account Plan.
            3. Click Page Layouts, and then select Account Plan Layout.
            4. On the palette, select Fields.
            5. Drag these fields from the object palette to the Account Plan Detail section.
              • Relationship Summary
              • Account Internal Risk Rating
              • Calling Strategy
              • Calling Strategy Notes
            6. Save your changes.
            7. Similarly, configure fields for the relevant page layouts for the Account Plan Objective page, Interaction, and Interaction Summary objects.
              Object Fields
              Account Plan Objective
              • External Stakeholder
              • Priority
              • Account Plan Objective Category
              • Objective Interaction Summary
              Interaction
              • Account Plan Objective
              Interaction Summary
              • Account Plan Objective
             
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