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            Search all of Salesforce Help
            Enable Business Relationship Plan

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

            Enable Business Relationship Plan

            To help your relationship team manage and grow business relationships all in one place, enable the Business Relationship Plan setting. When you enable this setting, you get access to the Account Plan Objective Category object and some additional fields in the Account Plan and Account Plan Objective objects that are specific to Financial Services Cloud.

            Required Editions

            Available in: Lightning Experience in Enterprise and Unlimited Editions with Financial Services Cloud
            User Permissions Needed
            To enable business relationship plan:

            Financial Services Cloud Extension OR FSC Sales

            AND

            Customize Application

            If you aren’t able to watch the view in full screen, open the video on a new tab: Watch video Business Relationship Plan 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 Relationship Plan Settings.
             
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