Our lending teams use Opportunity Management in a very simplistic way to capture pipeline and funding details. We are looking at transitioning a Commercial Loan process that currently resides in another system into Salesforce. It is your basic Commercial Loan Onboarding: guarantors, co borrowers, fees, conditions, collateral, etc. I see there are additional FSC objects like Financial Deal and I'm wondering if anyone is using Financial Deals in addition to Opportunities. I don't want to overcomplicate the process by introducing a new and separate object, but it seems that this object is part of the new FSC Data Model.
Ditto. I believe Financial Deal is the strongest fit when there's a requirement to collaborate/share sensitive data with participants.
