Client Scope Area

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A client's interest in a particular area of advice or service, e.g. transition to retirement, estate planning, accounting, insurance, etc.

Client Scope Area is a junction object between the client (Entity) and the scope of the advice or service (Scope Area).

Standard Field Label & API Name

Type

Description

Id

Id

Id

Unique identifier for the client scope area.

 

Custom Field Label & API Name

Type

Description

Client

cloupra__Client__c

Lookup (Account)

The client to whom the client scope area relates.

Scope Area

cloupra__Scope_Area__c

Lookup (Category)

The scope area to which the client scope area relates.

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