The Summarize Account Financial Details action provides wealth advisors with real-time
summary of an account’s financial profile within Salesforce Financial Services Cloud.
Required Editions
Available in: Lightning Experience
Available in: Professional, Enterprise, and Unlimited
Editions
Permissions Needed
To use Financial Services Cloud:
Financial Services Cloud Extension
OR
FSC Foundation
OR
FSC
Sales
OR
FSC Service
To use Financial Advisor Assistance:
Einstein for Financial Services user permission
AND
Financial Advisor
Assistance setting
To use Financial Account Management standard objects:
Financial Account Management Standard Objects setting
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