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            Create Event or Milestone Types

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            3. Financial Services Cloud Admin Guide

            Create Event or Milestone Types

            If the provided event types or milestone types don’t address your business needs, you can create additional types. You can use the sort options to sort a client's events and business milestones to better match investment strategies to client goals by using their full history.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions
            1. From Setup, open Object Manager.
            2. In the Quick Find box, enter Person Life Event, and then select Person Life Event.
              Note
              Note To create milestone types, select Business Milestone.
            3. Click Fields & Relationships, and then select Event Type or Milestone Type.
            4. Under Event Type Picklist Values or Milestone Type Picklist Values, click New, and then add the new event types or milestone types.
            5. From the Life Events or Business Milestones component, click the sort menu and select your preferred display order.
            6. Save your changes.
            Note
            Note If your org uses the Translation Workbench, notify your translators when you add or change picklist values.
             
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