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.
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