Opportunity Stage values for tracking client opportunities
Key Takeaway
To track client opportunities in Agentforce Financial Services, add Stage picklist values on the Opportunity object, each with a probability. Then replace the Selected Values in both the Opportunity Process and Wallet Share sales processes with the new stages.
Stage is a picklist field on the Opportunity object. Stage values show how far along a client opportunity is. Adding Stage values that fit the firm's process is one of the setup tasks you complete after you enable Agentforce Financial Services, so users can track their open client opportunities.
What Stage values track
Stage is a picklist field on the Opportunity object. Stage values are the picklist options for that field. The value set on an opportunity shows how far along that client opportunity is. In Agentforce Financial Services, you add Stage values so users can track their open client opportunities step by step.
Wallet share opportunities use Stage too. A user creates a wallet share opportunity for a financial account from the client profile. In Retail Banking, the user starts on the "Financials" tab. In Wealth Management, the user starts on the "Financial Accounts" tab. From there, the user selects "New Opportunity (Wallet Share)" and enters a name and a stage. So deals created from a financial account are also tracked with Stage picklist values on the Opportunity object.