You can store details about a client’s employment history.
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
Note To show current employer, employed since, and occupation on the client’s Details tab, enter
the information into the tab.
In the client’s profile, open the Related tab.
In the Employment section, click New.
If the client isn’t the correct one, remove the client, and select another client or create
one.
Enter the employer’s name and, optionally, the other details.
If the client is unemployed with income, unemployed without income, retired, or a
homemaker, enter None for the employer name.
Save the information.
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