Create a Client or Prospect (Managed Package)

Financial Services Cloud gives you two ways to create clients or prospects.

Required Editions

Important This feature is available in Salesforce orgs that have installed the Financial Services Cloud managed package. This is different from the standard Groups and Households feature, which can be accessed without installing the managed package.

Available in: Lightning Experience

Available in: Professional, Enterprise, and Unlimited Editions

Your Salesforce admin can set up record types to fit your business needs. Work with the added record types as you would with standard client or prospect records.

Create a Client or Prospect from the Accounts Tab (Managed Package)
When you want to track engagement with a new client or prospect, create a profile.
Create a Client or Prospect with the Individual Builder (Managed Package)
When your implementation uses the person model, use the Create Individual builder to add clients or prospects, and optionally add them to a relationship group.

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Create a Client or Prospect (Managed Package)

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Create a Client or Prospect (Managed Package)

Required Editions