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Mobile-Enabled Financial Services Cloud Components
Give Salesforce Mobile users access to the Financial Services Cloud components that they need to stay productive away from their desks.
The following Financial Services Cloud components can be added to and used within the Salesforce Mobile app.
| Component | Description |
|---|---|
| Action Plan | View action plans and task items. |
| Assets and Liabilities | View, edit, and create Assets and Liabilities records for all kinds of accounts. |
| Bank Account | View, edit, and create Bank Account records for all kinds of accounts. |
| Client Record Detail | View Client Record Detail for all kinds of accounts. |
| Financial Account Alert | Display an alert message on a financial account page. |
| Financial Account List | Show a related list of financial accounts on an account page. |
| Financial Account Role | View, edit, and create Financial Account Roles for all kinds of accounts. |
| Financial Account Role List | Show a related list of financial account roles on an account page. |
| Financial Goal | View Financial Goals for Household and Person accounts. Edit and create Financial Goals for Household accounts only. |
| Financial Summary | View Financial Summary information for all kinds of accounts. |
| Group Members | Show a related list of group members and rollup totals on a group-enabled account page. |
| Group Members (Configurable) | Show a related list of group members and rollup totals on a group-enabled account page. Can be configured to show fields for those members based on a given field set. |
| Insurance Policy | View, edit, and create Insurance Policy records for all kinds of accounts. |
| Interaction Summaries | View, edit, create, or search interaction summaries. |
| Investment Account | View, edit, and create Investment Accounts for all kinds of accounts. |
| Related Accounts | View Related Accounts for all kinds of accounts. Edit and create Related Accounts for Households and Business Accounts only. |
| Related Contacts | View Related Contacts for Households and Business Accounts only. |
| Relationship Group List | List the relationship groups that an account, contact, or individual belongs to. |
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