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            Create a Financial Deal Record

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            1. Salesforce Help
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            3. Financial Services Cloud Admin Guide

            Create a Financial Deal Record

            Capture the terms of a financial deal in a financial deal record. Deal teams can specify details such as a deal’s confidentiality level, status, stage, expected close date, and close probability. They can also capture notes and next steps by creating interaction summaries linked with interactions.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions where Financial Services Cloud is enabled
            User Permissions Needed
            To create a financial deal record:

            Financial Services Cloud Extension OR FSC Sales
            1. From the App Launcher, select Financial Deals.
            2. Change the list view to All Financial Deals.
            3. Click New.
            4. Enter a name for the financial deal.
            5. Specify the other details, such as deal type, stage, confidentiality, status, expected close date, and close probability.
            6. Save your changes.
             
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