Financial Deal Management enablement, settings and user access
Key Takeaway
Deal Management can't be turned off after you enable it. The "Map Interaction and Interaction Summary to a Financial Deal using Junction Objects" setting is available only after "Use Many-to-Many Relationships" is on.
Financial Deal Management lets deal teams track complex financial deals, such as mergers and acquisitions and initial public offerings. Deals are tracked on the Financial Deal object. To set the feature up, an admin enables Deal Management and decides how interactions and interaction summaries relate to deals. The admin then gives users access to the financial deal objects. In a design, three choices matter most: enablement is permanent, the many-to-many settings let one meeting relate to several deals, and Compliant Data Sharing lets participant records control who sees each deal.
Enabling Deal Management
Financial Deal Management comes with apps and components for managing different parts of a deal. You turn the feature on with the "Deal Management" setting on the "Deal Management Settings" page in Setup.
After you enable Deal Management, you can't disable it. Treat enabling it as a permanent decision for the org.
Deal Management is available in Lightning Experience in Professional, Enterprise, and Unlimited Editions that have Agentforce Financial Services enabled.
To enable and configure financial deals, a user needs the "Customize Application" permission plus one more permission. That second permission is either the Agentforce Financial Services extension permission or the "FSC Sales" permission. The same combination is needed to configure sharing settings for financial deals.
Configuring the feature also includes adding the "Financial Deal Parties" component to the financial deal record page.