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Work with Interaction Summaries
When creating an interaction summary, bankers and financial advisors can take detailed meeting notes, specify the confidentiality level of the notes, and add action items or next steps. They can share notes that contain confidential information only with relevant stakeholders to maintain compliance. Before their next meeting, they can quickly search or filter interaction summaries to find and review past interaction summaries and be better prepared for the meeting. They can also take advantage of the support for Interaction Summaries component on mobile devices to create, update, or search interaction summaries on the go.
- Create an Interaction
Create an interaction to capture a meeting with a client or partner. - Prevent Duplicate Interaction Records
Use the duplicate record management feature with the Interaction object. Help your users keep their Interaction records free of duplicates by creating duplicate rules and matching rules for the Interaction object. - Add Attendees to an Interaction
You can add one or more users or contacts as attendees to an interaction. - View Account Interactions and Key Contacts
See at a glance the key contacts for an account, past account interactions, and details such as the users who have interacted with each contact and the total number of interactions. - Explore Accounts Associated With an Interaction
Use the new Interaction Related Account junction object to view all accounts for an interaction. Interaction Related Account is a junction between Interaction and Account objects. For each interaction, based on the interaction attendee details, the new junction automatically captures all accounts participating in that interaction. Then you can associate a role for each account. For example, whether the account is Primary, Legal, or Audit. - Add Interest Tags to Interaction Summaries
Your users can add interest tags to interaction summaries. Instead of sifting through meeting notes to find relevant interactions, your users can filter interaction summaries by interest tags to quickly find the required interactions. - Share an Interaction
You can share a record from the Interaction Participants related list or by using the Manage Participants component. - Create an Interaction Summary
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. - Share an Interaction Summary
You can share a record from the Interaction Summary Participants related list or use the Manage Participants component. - Search Interaction Summaries
Add the Interaction Summaries component to the account page so that bankers and financial advisors can search for interaction summaries. They can search for a record based on the interaction summary title, meeting notes, next steps, or any custom text fields. The search engine uses the Salesforce Object Search Language (SOSL) to retrieve the search results.
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