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            Considerations for Setting Up Revenue Management for Financial Services Cloud

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            3. Financial Services Cloud Admin Guide

            Considerations for Setting Up Revenue Management for Financial Services Cloud

            Keep in mind these considerations when setting up Revenue Management for Financial Services Cloud.

            Required Editions

            Available in: Lightning Experience in Enterprise and Unlimited Editions where Financial Services Cloud is enabled.
            • Give Analytics Integration users access to all the fields that are used in the app. When you’re setting up objects and fields or creating categories, you can see only those fields that the Analytics Integration users have access to.
            • To create a CRM Analytics app from the guided setup, the Financial Services Cloud managed package must be installed in your org.
             
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            Salesforce Help | Article