Get a More Holistic View of Customers with Commercial Banking
Where: This feature is available in Lightning Experience and all versions of the Salesforce app in Professional, Enterprise, and Unlimited editions that have Financial Services Cloud enabled.
How: Assign a Relationship Manager profile and the relevant permissions. Update and assign the Commercial Banking page layouts.
Relationship managers review a summary of their activities on the Commercial Banking home page.
Create business referrals to capture and track new business opportunities.
Get a more focused summary on the Relationship Management Dashboard.