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            Create a Wallet Share Opportunity in Financial Services Cloud

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            3. Financial Services Cloud Admin Guide

            Create a Wallet Share Opportunity in Financial Services Cloud

            To track a wallet share opportunity, create an opportunity record for a financial account.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions
            1. On the Financials (Retail Banking) or Financial Accounts (Wealth Management) tab on the client profile, select the actions icon next to the name of the financial account.
            2. Select New Opportunity (Wallet Share).
            3. Enter the name and stage, adjust the close date if necessary, and add any other relevant details.
            4. Save the record.

            See Also

             
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