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            Search all of Salesforce Help
            Enable Business Client Engagement

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            1. Salesforce Help
            2. Docs
            3. Financial Services Cloud Admin Guide

            Enable Business Client Engagement

            To enable the Onboarding and Know Your Customer data models for businesses in your Salesforce org, enable the Business Client Engagement setting. When you enable this setting, you get access to the Applicant-Applicant Relation object and some additional fields in the Account Account Relationship and Account Contact Relationship objects that are essential for onboarding business applicants.

            Required Editions

            Available in: Lightning Experience in Enterprise and Unlimited Editions that have Financial Services Cloud enabled
            User Permissions Needed
            To enable Business Client Engagement:

            Financial Services Cloud Extension OR FSC Sales

            AND

            Customize Application

            AND

            Business Client Engagement

            If you aren’t able to watch the view in full screen, open the video on a new tab: Watch video Business Client Engagement for Financial Services Cloud.

            1. From Setup, in the Quick Find box, enter Business Client Engagement, and then under Financial Services Cloud, select Business Client Engagement Settings.
            2. Turn on Business Client Engagement.
             
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            Salesforce Help | Article