wealth-management-requirements - Gather FSC wealth management requirements
Elicit, structure, and document FSC wealth management requirements, workflows, advisor tooling needs, object scope, and managed-package versus Core considerations.
Tags
Updated: 2026-10-16Capabilities
Typical Inputs
Typical Outputs
What this skill does
- Determine FSC architecture
- Scope FSC objects
- Map planning workflows
- Map portfolio review processes
- Elicit advisor tool needs
- Analyze requirement fit gaps
- Validate requirements
Inputs
- FSC org model
- Wealth management capabilities
- Advisor and client personas
- Third-party ISV packages
- Household and account model
- Salesforce edition and FSC license tier
Outputs
- FSC architecture recommendation
- FSC object scope list
- Wealth management process map
- Advisor tooling requirements
- FSC fit-gap analysis
- Requirements validation checklist
Requirements
- Salesforce org with FSC enabled
- Salesforce Spring '25 or later