Use custom metadata types and fields that help deliver additional features for Financial Services Cloud.
Fields and custom metadata types in the package have the FinServ namespace prefix. For example, FinServ__AccountRecordType__c is a custom field on Individual Record Type Mapper. Finserv__IndividualRecordTypeMapper__mdt is a custom metadata type.
Not all fields are listed for some custom metadata types. To verify the complete list of fields for a custom metadata type, use a describe call from the API, inspect the WSDL, or use a schema viewer.
Maps a new custom Individual record type to the standard Individual record type from Financial Services Cloud.
Maps a new custom Group record type to the standard Group record type from Financial Services Cloud.
Maps a new custom record type on the Lead object, used to represent a new type of referral, to the standard Referral record type from Financial Services Cloud.
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