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            Enter and View Financial Data

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            1. Salesforce Help
            2. Docs
            3. Financial Services Cloud Admin Guide

            Enter and View Financial Data

            Create records for clients’ financial accounts and their underlying holdings, assets, liabilities, and financial goals.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions

            The types of financial accounts available vary between the Retail Banking and Wealth Management apps. Also, your Salesforce admin can increase or restrict the types of accounts available.

            • Manually Add a Financial Account
              Information for an investment account, bank account, or insurance policy is typically updated automatically from an external system. However, you can also manually create a financial account.
            • View Financial Account Transactions
              Use the financial account’s Related items to view its transactions.
            • View Financial Account Billing Statements
              Use the financial account’s Related items to view its billing statements.
            • View Holdings Within an Investment Account
              You can view the holdings of an investment account.
            • Add Holdings to an Investment Account
              You can add purchase history and details about financial holdings in an investment account.
            • Manually Create Securities Records
              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.
            • Add a Financial Account Role
              Enter information about a client’s involvement with a financial account, such as joint owner, a beneficiary, or trustee.
            • Add a Financial Goal
              Create a financial goal to track a client’s progress toward major purchases, retirement savings, or other life goals. You can only create savings-oriented goals. You can’t create a goal for paying down a debt. You also can’t associate a goal with a specific financial account.
            • Add an Asset or Liability
              You can add information about tangible assets, such as real estate or collectibles, or liabilities, such as mortgages or loans.
             
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