Salesforce Financial Services client onboarding template
A Salesforce Financial Services client onboarding page for private wealth and compliance teams: a KYC and AML verification path, trust entity and risk tolerance fields, beneficial owner tracking, and a Verify KYC Documents action. Click through it below, then read the spec the studio writes for it.
The Financial Services Client Onboarding template running: Wealth management onboarding workspace with KYC/AML verification path, risk profile and beneficial owners. Use the link below to open it in its own tab and click through it.
When to start from this template
- Walking wealth advisors and compliance officers through KYC and AML stages in one session.
- Agreeing entity compliance fields and beneficial owner tracking for trusts and HNW accounts.
- Generating the regulatory field dictionary and Gherkin scenarios for the build team.
What is on the page
Read off the template itself, the way the spec export reads it.
- Highlights panel
- Onboarding Status, Target AUM, Risk Profile, Lead Wealth Advisor
- Stage path
- Discovery & Fact Find → KYC & AML Verification → Suitability & SOA → Custody & Funding → Active Client
- Sections
- Entity & Regulatory Compliance (8 fields)
- Actions
- Verify KYC Documents, Generate Custody Account, Record Suitability Review
- Related lists
- Products, Notes & Attachments, Beneficial Owners & Trustees
The spec the studio writes for it
The user story and the first acceptance criteria, in Gherkin, as they land in Jira or Confluence. 5 scenarios in all; the export has every one.
As an Account user, I want to open an Account record and see 4 key details at a glance, run the Verify KYC Documents, Generate Custody Account and Record Suitability Review actions, move the record along its Stage path and work with its Products, Notes & Attachments and Beneficial Owners & Trustees, So that Stage stays accurate without leaving the record page.
# Scenario: Required fields on save Given a user is editing an Account record When the user saves with any of these left empty: - "Legal Entity Name" in "Entity & Regulatory Compliance" - "Entity Type" in "Entity & Regulatory Compliance" - "KYC Verification Status" in "Entity & Regulatory Compliance" - "Source of Wealth" in "Entity & Regulatory Compliance" - "Initial Investment Amount" in "Entity & Regulatory Compliance" Then the page shows an error against each empty field And the record is not saved. # Scenario: Moving Stage from "KYC & AML Verification" to "Suitability & SOA" Given the record's "Stage" is "KYC & AML Verification" When the user clicks "Complete KYC Stage" on the path Then "Stage" becomes "Suitability & SOA" And Guidance for Success shows "Compliance sign-off on Statement of Advice and risk tolerance." # Scenario: The "Products" related list Given a user is viewing an Account record Then the "Products" list is on the page And it says there is nothing to show.
Data dictionary
Every field with the API name it would deploy under.
| Field | API name | Type | Required |
|---|---|---|---|
| Legal Entity Name | Legal_Entity_Name__c | text | Yes |
| Entity Type | Entity_Type__c | picklist | Yes |
| KYC Verification Status | KYC_Verification_Status__c | picklist | Yes |
| Source of Wealth | Source_Of_Wealth__c | text | Yes |
| Initial Investment Amount | Initial_Investment_Amount__c | currency | Yes |
| Investment Risk Tolerance | Investment_Risk_Tolerance__c | picklist | No |
| Wholesale / Sophisticated Investor | Wholesale_Sophisticated_Investor__c | checkbox | No |
| PEP / Sanctions Screening Result | PEP_Sanctions_Screening_Result__c | text | No |
Make this template yours.
Open “Financial Services Client Onboarding” in the studio, change the fields, the path and the branding, then share a link or export the spec and the Lightning page metadata. Free to start: one AI-built page, no card needed. Already have an account? Sign in.
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