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Configure Fields to Store Business Applicant Information

Add fields to Applicant, Account Account Relationship, Account Contact Relationship, and Party Profile objects to help your relationship managers capture details, such as business applicant information, ownership and shareholding details, and overall corporate hierarchy associated with the business entity.

Required Editions

Available in: Lightning Experience in Enterprise and Unlimited Editions that have Agentforce Financial Services enabled
User Permissions Needed
To enable Business Client Engagement:

Financial Services Cloud Extension OR FSC Sales

AND

Customize Application

AND

Business Client Engagement
  1. From Setup, in the Quick Find box, enter Object Manager, and then select Object Manager.
  2. In the Quick Find box, enter Applicant, and then select Applicant.
  3. Click Page Layouts, and then select Applicant Layout.
  4. On the palette, select Fields.
  5. Drag these fields from the object palette to the Applicant Detail section.
    • Business Entity Name
    • Business Entity Primary Contact
    • Business Entity Type
  6. Save your changes.
  7. Similarly, configure fields for the relevant page layouts for the Account Account Relationship, Account Contact Relationship, and Party Profile objects.
    Object Fields
    Applicant
    • Business Entity Name
    • Business Entity Primary Contact
    • Business Entity Type
    Account Account Relation
    • Declaration Type
    • Shareholder
    • Shareholder Type
    • Shareholder Hierarchy Role
    • Shareholder Hierarchy Level
    • Total Share Percent
    Account Contact Relation
    • Decision-Making Authority
    • Decision-Making Authority Type
    • Declaration Type
    • Shareholder
    • Shareholder Hierarchy Level
    • Shareholder Hierarchy Role
    • Shareholder Type
    • Total Share Percent
    Party Profile
    • BE Listed on Stock Exchange
    • Business Entity Country of Incorporation
    • Business Entity Country of Registration
    • Business Entity Incorporation Date
    • Business Entity Incorporation Number
    • Business Entity Name
    • Business Entity Previous Names
    • Business Entity Registration Date
    • Business Entity Registration Number
    • Business Entity Trade Name
    • Business Entity Type
    • Business License Issuing Authority Name
    • Industry
    • Industry Classification Code
    • Legal Entity Identifier
    • Stock Exchange Name
    • Type