Eliminate manual updates to account plan objectives — financial deals now sync automatically so you always have an accurate view of progress toward your revenue goals.
Where: This change applies to Lightning Experience in Enterprise and Unlimited editions with Agentforce Financial Services (formerly Financial Services Cloud) and Deal Management enabled.
Why: Previously, tracking financial deal progress against account objectives required manual updates, creating lag and risk of inaccurate reporting. This change automates that sync so measures always reflect current deal stages. As deals move through stages like prospecting, negotiation, and closed-won, the current value updates automatically so your measure always reflects the latest progress toward your objective.
How: For admins: From the Account Plans page in Setup, create and activate calculation definitions (rules that determine how financial deal data maps to an objective measure).
For financial advisors and relationship managers: Open an account record page and create an account plan. On the Objectives tab, create an objective and add a measure by selecting a calculation definition, specifying a target value, and selecting related financial deals.