Loading
Feature Disruption - Service Cloud VoiceRead More
Feature degradation | Gmail Email delivery failureRead More
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Create an Interaction

            You are here:

            1. Salesforce Help
            2. Docs
            3. Financial Services Cloud Admin Guide

            Create an Interaction

            Create an interaction to capture a meeting with a client or partner.

            Required Editions

            Available in: Lightning Experience in Professional, Enterprise, and Unlimited Editions that have Financial Services Cloud enabled.
            User Permissions Needed
            To create an interaction:

            Financial Services Cloud Extension OR FSC Sales
            1. From the App Launcher, select Interactions.
            2. Change the list view to All Interactions.
            3. Click New.
            4. Enter a name for the interaction. For example, enter Meeting with clients.
            5. Select the account of the client or partner who you interacted with.
            6. Select the interaction start and date times, interaction type, and the location of interaction.
            7. Save your changes.
             
            Loading
            Salesforce Help | Article