Enter information about securities, such as stocks or bonds. While this data is
typically updated automatically from external systems, here’s how to enter a securities record
manually.
Required Editions
Available in: Lightning Experience
Available in: Professional, Enterprise, and Unlimited
Editions
Make sure that the securities data is entered before you add holdings for investment accounts.
Otherwise, you can’t specify that the security is part of a holding.
From the navigation menu, open the Securities tab, and click
New.
Enter the ticker symbol, securities name, and other relevant information.
Save the record.
Konnten Sie Ihr Problem mithilfe dieses Artikels lösen?
Geben Sie uns Feedback, damit wir uns verbessern können.
Laden
Salesforce Help | Article
Cookie Consent Manager
Cookie Consent Manager
General Information
Required Cookies
Functional Cookies
Advertising Cookies
General Information
We use three kinds of cookies on our websites: required, functional, and advertising. You can choose whether functional and advertising cookies apply. Click on the different cookie categories to find out more about each category and to change the default settings.
Privacy Statement
Required Cookies
Always Active
Required cookies are necessary for basic website functionality. Some examples include: session cookies needed to transmit the website, authentication cookies, and security cookies.
Functional Cookies
Functional cookies enhance functions, performance, and services on the website. Some examples include: cookies used to analyze site traffic, cookies used for market research, and cookies used to display advertising that is not directed to a particular individual.
Advertising Cookies
Advertising cookies track activity across websites in order to understand a viewer’s interests, and direct them specific marketing. Some examples include: cookies used for remarketing, or interest-based advertising.
