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            Create a Personal Banker Profile (Managed Package)

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            3. Financial Services Cloud Admin Guide

            Create a Personal Banker Profile (Managed Package)

            Create a Personal Banker profile to define the permissions and field-level security settings for all personal banker users.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions
            Note
            Note To set up profiles for other bank employees, create profiles and modify the permissions to provide the appropriate level of access.

            Managed Package Icon This is a Financial Services Cloud managed package feature.

            1. From Setup, in the Quick Find box, enter Profiles, and then select Profiles.
            2. Click New.
            3. From the Existing Profile list, select Standard User.
            4. Enter a profile name, such as Personal Banker.
            5. Save your changes.
             
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