Articles tagged “financial-services-cloud”

4 articles

• BranchManagementSettings Metadata Type in SFDX

  Configure and deploy Financial Services Cloud Branch Management settings in SFDX to track branch performance, banker assignments, and record associations.

• RecordAggregationDefinition Metadata in SFDX

  Design and deploy RecordAggregationDefinition metadata to automate high-performance cross-object aggregations and rollups in Salesforce Industries.

• RecordAlertCategory Metadata in SFDX

  Configure and deploy RecordAlertCategory metadata to organize, classify, and surface critical risk, compliance, and service warnings in Salesforce.

• RelationshipGraphDefinition Metadata in SFDX

  Configure RelationshipGraphDefinition metadata to deploy interactive Actionable Relationship Center (ARC) graphs across Financial Services Cloud and SFDX.