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            How Are Leads and Opportunities Modeled in Financial Services Cloud?

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            3. Financial Services Cloud Admin Guide

            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
            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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