Financial Deal Management objects for deal parties and deal teams
Key Takeaway
Financial Deal Party records the organizations and individuals involved in a deal and their roles. Financial Deal Participant records your institution's own users on the deal. Financial Deal Participant doesn't appear until you enable Compliant Data Sharing for the Financial Deal object.
Financial Deal Management is the Agentforce Financial Services data model for running complex deals, such as mergers and acquisitions and initial public offerings, from start to finish. A Financial Deal record anchors each deal. Financial Deal Party and Financial Deal Participant both connect to that record. Together they show who is involved in the deal and which of your users work on it. Standard sharing features and Compliant Data Sharing keep sensitive deal details limited to the people who need to know.
The Financial Deal object
Financial Deal is the key object in the data model. Each Financial Deal record tracks and manages the lifecycle of a deal. The record is the anchor for all the information you need to see a complicated deal through.