Loading
Salesforce now sends email only from verified domains. Read 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 Account Plans By Using Flexcard Templates for Business Relationship Plan

            You are here:

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

            Create Account Plans By Using Flexcard Templates for Business Relationship Plan

            Your relationship teams can access Account Plans from the account plans related list on the account record page. After creating an account plan, relationship managers can simply select a template from the available Flexcard templates and apply it to the Account Plan record page.

            Required Editions

            Available in: Lightning Experience in Enterprise and Unlimited Editions with Financial Services Cloud
            User Permissions Needed
            To access business relationship plans:

            FSC Sales permission set
            Note
            Note Admins can customize the user experience by adding additional fields for the relationship team to manually fill in, beyond those included in the Flexcard template.
            1. From the App Launcher, find and select Accounts.
              If you’re using Account Plan Lightning page in the Commercial Banking app, from the App Launcher, find and select Commercial Banking, and then open Accounts.
            2. Open the required account record page, go to account plans in the Related tab, and then click New.
            3. Enter a name for the account plan.
            4. Add relevant details to Account Plan Information, Customer Strategy and SWOT Analysis sections, if necessary.
            5. Save your changes.
            6. On the Account Plan record page, go to the Overview tab and select a template from the available Flexcard templates.
            7. Click Apply to use the selected template on the Account Plan record page.
             
            Loading
            Salesforce Help | Article