Capture the details of an interaction in an interaction summary. When creating an
interaction summary, you can take detailed meeting notes, specify the confidentiality level of
the notes, and add action items or next steps. You can also add a related record such as an
opportunity or a financial deal associated with the interaction.
Required Editions
Ensure that the Interaction Summaries Lightning component is added to the account record
page or the home page of your app.
Available in: Lightning Experience in Professional, Enterprise,
and Unlimited Editions that have Financial Services Cloud enabled.
User Permissions
Needed
To create an interaction summary:
Financial Services Cloud Extension OR FSC Sales
On an account record page, on the Interaction Summaries component, click
New.
Enter a title for the interaction summary and select the interaction that you’re
creating the summary for.
Specify the other details, such as interaction purpose, confidentiality, status,
meeting notes, and next steps.
Select the related opportunity, partner account, and offering, if any.
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