How Are Leads and Opportunities Modeled in Financial Services Cloud?
Standard objects record details about new customer leads and the opportunities to
provide customers with new products.
Required Editions
Available in: Lightning Experience
Available in: Professional, Enterprise, and Unlimited
Editions
Using the Referral record type on the Lead object, users can create and automatically route
referrals based on a customer’s expressed interest.
Note Many other standard Salesforce objects are used to provide the features of Financial
Services Cloud. You can explore the full Salesforce data model using schema builder or learn more from Salesforce
Architects.
Object
Standard or Custom
Represents
Record Types
Lead
Standard
Details of leads provided by customers, employees, and associates.
General
Referral
Retirement Planning
Opportunity
Standard
Details of the opportunities to sell customers new products or services.
General
Opportunity (Wallet Share)
Retirement Planning
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