Set up Business Relationship Plan
Review the steps for setting up Business Relationship Plan for Financial Services Cloud.
Required Editions
| Available in: Lightning Experience in Enterprise and Unlimited Editions with Financial Services Cloud |
- 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. - Add Flexcard Template Selector to Account Plan Record Page
Configure the Flexcard Template Selector Lightning component on the Account Plan record page and let your users select the appropriate template from multiple options at runtime. To optimize your relationship team’s data gathering from different platform objects, add the prebuilt Account Plan Overview template to the Account Plan record page using the Flexcard Template Selector Lightning component. You can customize the Account Plan Overview template or create multiple standard templates to meet the specific data requirements of different business lines. - Configure the Prebuilt Account Plan Lightning Page
Provide your relationship team a dedicated Lightning page in the Commercial Banking app to manage account plans. Your relationship team can get a bird's-eye view of the account plan on the Overview tab. The Flexcard Template Selector component is available by default on the Overview tab on the Lightning page. On the Details tab, your relationship team can capture relevant information to better understand client goals, prioritize the urgent needs, and implement strategies for them. From the Objectives component, they can create strategic goals and define measures for success by using a single guided flow. Also, they can upload files relevant to the account plan on the Related tab. Customize the page to better suit your users' requirements and set it as the default layout across all apps. - Manage User Access for Business Relationship Plan
To get your relationship team started with business relationship planning, assign relevant permissions to them.
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