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Financial Services Cloud Object Reference Guide Salesforce, Winter 17 salesforcedocs Last updated: December 9, 2016, Copyright 20002016 salesforce.com, inc. All rights reserved. Salesforce is a registered
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Log in to the financial services cloud platform.
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Navigate to the 'Objects' section.
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Select the desired financial services cloud object.
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Start filling out the object fields by providing the required information.
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Ensure you accurately enter details such as customer information, financial data, transaction history, etc.
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Who needs financial services cloud object?

01
Financial institutions such as banks, credit unions, and insurance companies.
02
Financial advisors and wealth management firms.
03
Accounting and auditing firms.
04
Regulatory bodies and government agencies overseeing financial services.
05
Any organization or individual involved in offering or managing financial services and requires a centralized and organized system to store and manage financial data.
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Financial services cloud object is a standard object within Salesforce Financial Services Cloud that allows users to track and manage financial accounts, relationships, and transactions.
Financial institutions, banks, credit unions, and other organizations in the financial services industry are required to file financial services cloud object.
Financial services cloud object can be filled out by inputting relevant information such as account details, transaction history, and client relationships through the Salesforce platform.
The purpose of financial services cloud object is to provide a centralized platform for managing financial data, tracking client interactions, and improving customer relationships within the financial services industry.
Information such as account balances, transaction history, client details, and any relevant financial data must be reported on financial services cloud object.
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