Add Employment Details (Managed Package)

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.