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            Create a Financial Advisor Profile (Managed Pacakge)

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            3. Financial Services Cloud Admin Guide

            Create a Financial Advisor Profile (Managed Pacakge)

            Create a Financial Advisor profile to define the permissions and field-level security settings for all wealth managers.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions

            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 Financial Advisor.
            5. Save your changes.
             
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