Create a Wallet Share Opportunity in Financial Services Cloud
To track a wallet share opportunity, create an opportunity record for a financial
account.
Required Editions
Available in: Lightning Experience
Available in: Professional, Enterprise, and Unlimited
Editions
On the Financials (Retail Banking) or Financial Accounts (Wealth Management) tab on the
client profile, select the actions icon next to the name of the financial account.
Select New Opportunity (Wallet Share).
Enter the name and stage, adjust the close date if necessary, and add any other relevant
details.
Konnten Sie Ihr Problem mithilfe dieses Artikels lösen?
Geben Sie uns Feedback, damit wir uns verbessern können.
Laden
Salesforce Help | Article
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.
