Leads and opportunities in the financial services data model
Key Takeaway
Leads and opportunities use the standard Lead and Opportunity objects. Converting a lead creates the client as a new account with the Individual record type, and also creates an opportunity if you enter an opportunity name. More business on a financial account a customer already holds is tracked as a wallet share opportunity.
Agentforce Financial Services tracks prospects and sales chances with the standard Lead and Opportunity objects. A lead tracks a prospect until you convert it to a client. An opportunity tracks a chance to provide a customer with new products, such as more business on a financial account the customer already holds. For investment banking style deals, Financial Deal Management offers a Financial Deal object as an alternative to Opportunity.
Standard Lead and Opportunity objects
Leads and opportunities use standard Salesforce objects, not new custom objects. Client financials and relationship groups are different, because they use custom objects added for Agentforce Financial Services.
Lead and opportunity tracking is available in Lightning Experience, in Professional, Enterprise and Unlimited Editions.