Manage Financial Deals

Share data securely, create meeting notes, and track deals better.

• Share confidential client data in a secure and compliant manner.
• Use Interaction Summaries to capture and share structured meeting notes.
• Manage the entire lifecycle of a financial deal with compliant role-based sharing.

• Compliant Data Sharing in Financial Services Cloud
• Get Started with Compliant Data Sharing
• Set Up Compliant Data Sharing
• Set Up Participants
• Set Up a Financial Deal Record
• Interaction Summaries in Financial Services Cloud
• Learn About Interaction Summaries
• Set Up Interaction Summaries
• Work with Interaction Summaries
• Financial Deal Management in Financial Services Cloud
• Meet Financial Deal Management
• Set Up Financial Deal Management
• Work with Financial Deal Management