Managing your iBusiness and CURO
CFR data in Salesforce
This table shows where your CFR data, previously recorded in iBusiness and CURO, will be captured in Salesforce post-migration.
CFR Section
Location in Salesforce
Personal details
Client account - Details tab
Dependants
Client account - Relationships tab
Addresses
Client account - Details tab
Health & occupation
Client account - Details tab
Income
Client account - Income & Expenditure tab
Expenditure
Client account - Income & Expenditure tab
Disposable income
Client account - Income & Expenditure tab
Future circumstances
Client account - Advice tab - Advice Record - Client Needs
Tax & residence
Client account - Details tab
Existing liabilities
Client account - Financials tab
Existing protection
Client account - Financials tab
Existing pensions
Client account - Financials tab
Existing assets
Client account - Financials tab
Client assistance
Client account - Details tab
Client meeting summary
Client account - Advice tab - Advice Record
Disclosure
Client account - Advice tab - Advice Record - Disclosure
Protection planning
Client account - Advice tab - Advice Record - Client Needs
Retirement planning
Client account - Advice tab - Advice Record - Client Needs
Investment & regular savings
Client account - Advice tab - Advice Record - Client Needs
Mortgage planning
Client account - Advice tab - Advice Record - Client Needs
IHT & estate planning
Client account - Advice tab - Advice Record - Client Needs
Lifetime & home reversion
Client account - Advice tab - Advice Record - Client Needs
General insurance
Client account - Advice tab - Advice Record - Client Needs
Long term care
Client account - Advice tab - Advice Record - Client Needs
The additional notes section will not be replicated in Salesforce.
A copy of the existing additional notes will be taken from the CFR
and saved to Salesforce as a PDF, so historic notes will not be lost.
Additional notes
Post migration, notes will need to be recorded in the relevant field
e.g. meetings should be recorded as meetings in activity, calls
recorded as calls in activity, information about the client should be
recorded in the details screen etc.
If any information does not legitimately fit into a field or area in
Salesforce, then extended notes can be recorded within the account
on the related tab, but it will not form part of the CFR.