- Custom Objects Rollup By Lookup Config and Rollup By Lookup FilterCriteria enable roll-up calculation based on lookup relationship instead of master detail
- Rollup Configurations can not be customized
- RBL rules are available only for following objects
- Assets and Liabilities
- Claims
- Financial Accounts
- Financial Account Roles
- Insurance Policies
- Revenues
- OOB available Rollup
- Total Financial Accounts
- Total Bank Accounts
- Total Investment Accounts
- Total Insurance Policies
- Assets Under Management
- Wallet Share
- Total Assets
- Total Liabilities
- Activities and Objects to Rollup Options
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- Multiple Relation Groups allow a person to be added to more than one household, can be enabled via Industries Application Config Custom Setting
- Life Events – Birth, Graduation, Marriage etc.
- Business Milestones – Merger & Acquisition, Market Listing, Executive Change etc.
- Life Events and Business Milestones support following actions
- New Action Plan
- New Case
- New Opportunity
- New Event
- New Task
- Log a Call
- New Note
- New Lead and Referral
- Icons can add be updated for Life Events and Business Milestones via Setup > User Interface > Icons > Life Events and Business Milestones
- Configuration options for Life Events and Business Milestones
- Arrange in chronological order
- Customize Actions
- Hide unwanted Life Events and Business Milestone
- Duration Filters such as Last 1 Year
- Financial Goal – Retirement, Buying a Car etc. Goal is summaries at Household level
- Action Plans – capture repeatable tasks and then automate the task sequences, supports deep cloning of templates, consists of:
- Document Checklist Item
- Tasks – can be assigned to users, roles or queues
- Action Plans support Account, Campaign, Case, Contact, Contract, Lead, Opportunity and Custom objects with Activities enabled. Refer Complete List of Supported Objects
- To use an Action Plan Template installed through a package, you must clone the template and use the copy
- Action Plans can also be enabled in Partner Experience Cloud Sites
- Action Plan is enabled by Action Plans permission set
- Document checklist items can be created for following records:
- Account
- Opportunity
- Residential Loan Application
- Skip Nonwork Days for Tasks checkbox on Action Plan record can be used to skip holidays from deadline calculations
- Document Type can be added via Setup > Feature Settings > Document Checklist > Document Type
- Document Checklist Items with Attachments can be enabled via Setup > Feature Settings > Document Checklist > Document Checklist Settings
- Lead and Referrals – Standard Lead object with 2 new Record Types (Business Referrals & Person Referrals)
- OBB features available for Lead and Referrals
- Einstein Lead Scoring
- Lead Routing
- Lead Assignment
- Referral Flow – Create > Assign > Accept > Prioritize > Convert > Track and analyze
- How can Referral be assigned to next available agent
- When is the Einstein Lead Score Calculated
- What are additional packages available for Leads and Referrals
- Referrers are displayed on home page component – May Top Referrals
- Referral tab on Account shows the referral details of that person
- Identify FSC Upgrade Approach – Greenfield (new org) vs Brownfield (existing org)
- Business Transformation
- Technology Rationalization
- Change Management
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- Actionable Relationship Center (ARC) – Relationship Mapping Tool shows hierarchical view of FSC entities
- Benefits and Limitations of ARC
- Benefits and Limitations of Household Relationship Map
- Household Relationship Map vs Actionable Relationship Center
| Household Relationship Map | Actionable Relationship Center |
|---|---|
| Single view of relationship Create Relationship Gain quick context on a Customer Complex Group Builder | View multiple layer of relationship View and modify record details Identify Opportunity Simpler Relationship Modals |
- ARC component can be added to Account or Contact Pages
- What actions can be performed from ARC
- Account objects, including the Person, Group, and Business record types, display up to 12 related lists. Objects that are not Accounts only display up to 5 related lists in ARC
- Compliant Data Sharing – advanced Data Sharing Configuration to Improve Compliance, CDS can be applied to Account and Opportunity
- Participant Role – defines the access level for any user assigned to that role for a specific record
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