Financial Services Cloud61 tasks
Configure Wealth Management Advisor Experience
Set up the advisor's working view in Financial Services Cloud: record pages, client hierarchies, paths, action plans and demo data that show how an advisor works with a client.
Method
How MeshMesh does it
- Writes an implementation plan and waits for the user to approve it before building.
- Builds or redesigns record pages, paths and record types, such as a Person Account page and an opportunity path.
- Loads demo data and builds Action Plans, flows, prompt templates and an Agentforce agent with actions.
- Adds custom Lightning web components, such as an activity scorecard, timeline components and an investment cockpit, with separate record pages per Lightning app.
- Builds Tableau Next dashboards on Data 360 and refines them over many turns.
- Records what is blocked, with a fallback, and leaves a demo script and an inventory of what was built.
Client relationship views often continue in Configure Actionable Relationship Center Graph.
Products
Products and features it works with
Bars show how many of this capability's tasks touched each product.
- 1Financial Services Cloud61 tasks