Overview
Financial situation represent individual clients' financial accounts and the parties involved with their financial accounts. These objects are related to the account part of the individual.
Table of content
Step-By-Step
STEP 1
Account Owner you can Create”New the financial situation”
1- In Tabs => Click on “Accounts”
2- In View Menus => Select “My Accounts”
3- In ListViews => Click on “Account” A R WILFLEY AND SONS
STEP 2
Scroll down to the "Financial Situations" related list and click in the button "New Financial Situations"
STEP 3
1- Verify that the name of your supplier is the right one on the field "Account“
2- Fill some content in the description field
3- Click on "Save" at the end of the page
STEP 4
Scroll down to the "Notes & Attachments" related list and click on the "Attach File“
STEP 5
1- Click on the "Choose a file" button, choose the file you want to attach
2- Click on "Attach File"
3- Click on the button "Done"
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Need help?
How to ask for assistance?
Dear SalesForce Convergence user,
For any question or issue regarding Convergence, please :
- create a request in Service One with the following information:
- I want to update data in Convergence → Maintain data ownership in CONVERGENCE
- I want to mass upload procurement data → Maintain procurement data in CONVERGENCE
- Process : Data & Analysis
- PTP-Subprocess: Purchasing Tools Support
- PTP-Category: Convergence
For account creation, please refer to here.
Thank you very much,
Convergence Team.
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