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            View Details About Financial Deal Parties

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

            View Details About Financial Deal Parties

            Quickly identify the accounts or contacts that are involved parties in a financial deal, the parties’ roles, and more. See which contacts from the account are involved, which users they’ve interacted with, and interaction details.

            Required Editions

            Ensure that the Financial Deal Parties Lightning component is added to the financial deal record page.

            Available in: Lightning Experience in Professional, Enterprise, and Unlimited Editions that have Financial Services Cloud enabled.
            User Permissions Needed
            To view details about financial deal parties:

            Financial Services Cloud Extension OR FSC Sales
            1. On a financial deal record page, in the Financial Deal Parties component, expand an account to see which contacts are involved.
            2. View the users who interacted with a contact by clicking Users Interacting.
            3. View details about an interaction by clicking Interaction Details.
             
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