GReminders supports all versions of Salesforce. This article is about the differences and nuances of Financial Services Cloud.
All Salesforce articles can be found here.
If you are using FSC you should use the SPECIFIC FSC Integration found here within GReminders Org Settings. Go to Org Settings > Integrations > Salesforce FSC
Salesforce Financial Services Cloud
One of the biggest differences between Salesforce “Proper” (Sales Cloud, etc…) vs Financial Services Cloud (FSC for short) is the notion of “Person Accounts”.
Person Accounts allows a single “Contact” to be promoted to an “Account” and they become one and the same.
There are also other types of “Accounts” which are defined using Record Types. All of this is fully supported by GReminders FSC Integration.
Person Accounts
If you are syncing Contacts back to GReminders, GReminders will understand Record Types and treat “Person Account” and “Contacts” as one and the same.
You can read more about Person Accounts here.
Interaction Summaries
Interaction Summaries are a type of “Meeting Module” that lets you capture various types of data from Meetings including Notes, Dates/Times, Participants, etc… They are “Events on Steriods”
When someone books a meeting via GReminders you can automatically create an Event Record AND an Interaction Record.
To set this go to Org Settings > Integrations > Salesforce FSC and check the Event and/or Integration Record boxes:
This will generate an Interaction Record for that Meeting
Furthermore, if you are using AI Notetaker to transcript/summarize meetings, you can then automatically push this record back as an Interaction Summary Record.
IF this meeting originated FROM a Meeting that was booked via GReminders AND you have the “Create Integration Record” checked, WHEN you writeback the Meeting Summary it will generate a new Interaction Summary Record and LINK it to the original Interaction Record.
If the web meeting did not originate from an Event on your Calendar, we will generate both an Interaction Record AND an Interaction Summary Record. Like this:
Read more about Integration Summaries here.
We recognize Salesforce and its various Overlays are infinitely flexible and customizable. If you have additional FSC specific requests or integration needs? Please email to [email protected]
Happy Scheduling!
FAQs
What is the difference between Salesforce Financial Services Cloud (FSC) and standard Salesforce versions?
One of the biggest differences is the notion of 'Person Accounts' in FSC, where a single Contact can be promoted to an Account, making them one and the same. FSC also uses different Account types defined by Record Types, all of which are supported by GReminders FSC Integration.
How does GReminders handle Person Accounts and Contacts when syncing with Salesforce FSC?
GReminders understands Record Types and treats 'Person Account' and 'Contacts' as one and the same when syncing Contacts back to GReminders.
What are Interaction Summaries in Salesforce FSC and how does GReminders support them?
Interaction Summaries are enhanced meeting modules that capture various data from meetings such as notes, dates/times, and participants. GReminders can automatically create both Event Records and Interaction Records when a meeting is booked, and if using AI Notetaker, it can push meeting transcripts/summaries back as Interaction Summary Records linked to the original Interaction Record.