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@pasar6987/sf-financial-services-interaction
Every conversation counts. Captures client interactions, attendees, participants, related accounts, and summarized discussion points for complete relationship intelligence.
OSISchema 1.0Domain crmSource developer.salesforce.comOwner @pasar6987
Native (downloadable) · Latest 1.0.1 published Mar 4, 2026 · 7 datasets / 0 measures in the latest preview · Updated Mar 11, 2026
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