Registry packagePublic
@pasar6987/sf-financial-services-financial-deal
Where capital markets meet CRM. Tracks deals, bids, participants, interactions, and financial plans alongside goal-based planning and portfolio target allocations.
OSISchema 1.0Domain crmSource developer.salesforce.comOwner @pasar6987
Native (downloadable) · Latest 1.0.1 published Mar 4, 2026 · 12 datasets / 14 measures in the latest preview · Updated Mar 11, 2026
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