Enable Financial Account Management Standard Objects for Console Apps
To access and use the standard console apps for retail banking, commercial banking, and
wealth management, enable the Financial Account Management Standard Objects setting.
Required Editions
Available in: Lightning Experience
Available in: Professional, Enterprise,
and Unlimited Editions
User Permissions Needed
To enable Financial Account Management Standard Objects in the retail banking console
app:
Industry Service
Excellence
AND
OmniStudio
Admin
AND
Financial
Services Cloud Extension OR FSC Foundation OR FSC Service
To enable Financial Account Management Standard Objects in the commercial banking and
wealth management console apps:
Industry Sales Excellence
AND
OmniStudio
Admin
AND
Financial
Services Cloud Extension OR FSC Foundation OR FSC Sales
From Setup, in the Quick Find box, enter Financial Account
Management, and then select Financial Account Management Standard
Objects.
Turn on Financial Account Management Standard Objects.
Important When the Financial Account Management Standard Objects setting is
enabled and you have the Financial Services Cloud managed package installed, both the standard
console apps and the apps from the managed package are visible in your org. It's important to
consistently use either the Financial Services Cloud managed package console apps or the
standard console apps, and avoid mixing both. Review the name comparison between
the managed package and standard console apps to effectively use the apps without any
confusion.
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