Enable and Configure Financial Deals

To enable the financial deal management feature in your Salesforce org, enable the Deal Management setting.

Available in: Lightning Experience in Professional, Enterprise, and Unlimited Editions that have Financial Services Cloud enabled.

User Permissions Needed
To enable and configure financial deals:	Financial Services Cloud Extension OR FSC Sales AND Customize Application

User Permissions Needed

To enable and configure financial deals:

Financial Services Cloud Extension OR FSC Sales

AND

Customize Application

Enable the Deal Management setting.
1. From Setup, in the Quick Find box, enter Deal Management, and then select Deal Management Settings.
2. Select Deal Management.
To let your deal teams handle many-to-many relationships between financial deals and interaction summaries, and financial deals and interactions, select Use Many-to-Many Relationships.
You can select this setting, for example, to relate multiple financial deals to multiple (or single) interaction or interaction summary.
1. If you want the components for financial deal management (Manage Participants and Interaction Summaries) to use the mappings from the financial deal junction objects, enable Map Interaction and Interaction Summary to a Financial Deal using Junction Objects.
  
  Note Financial Deal Interaction Summary and Financial Deal Interaction are the junction objects in the Financial Deal data model. If you enable mappings from junction objects, the components ignore the direct lookup relationships from the interaction or interaction summary objects.
Add the Financial Deal Parties component to the financial deal page.
1. On the financial deal record page, click the Setup icon, and select Edit Page.
2. Drag the Financial Deal Parties component to the page.
3. Save your changes.

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