Financial Services Cloud25 tasks
Configure Financial Services Cloud Banking Console
A retail or commercial banking workspace in Financial Services Cloud, with financial accounts, related parties, demo data, an agent and the pages a banker or demo presenter works from.
Method
How MeshMesh does it
- Runs org discovery to see which Financial Services Cloud features are enabled and where the gaps are.
- Drafts the plan and adjusts it to prefer out-of-the-box Financial Services Cloud components over custom ones.
- Generates custom field metadata locally before deploying.
- Loads demo data and financial accounts. Builds the agent, branding, a dashboard and a demo script.
- Adjusts record pages, for example adding the Financial Account Parties related list to the Account layout. It also works through Lightning page template and region rules.
- Replaces mock values with real Person Account data through Apex and Lightning Web Components. Adds flows and email templates, then deploys.
- Fixes metadata naming errors and redeploys until the deployment succeeds.
Related work on insurance claims: Build Insurance Claims Management Solutions.
Products
Products and features it works with
Bars show how many of this capability's tasks touched each product.