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            Enable Financial Advisor Profile Permissions (Managed Package)

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            3. Financial Services Cloud Admin Guide

            Enable Financial Advisor Profile Permissions (Managed Package)

            Enable the permissions and field-level security setting for the Financial Advisor profile.

            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 Edit next to Financial Advisor.
              If the Enhanced Profile User Interface setting is enabled in your org, click Financial Advisor to open it. Then, click individual settings to open and edit them.
            3. Make these changes:
              • Under Custom App Settings:
                • Set Wealth Management as the default app.
              • Under Tab Settings -> Custom Tab Settings:
                Note
                Note You can change the default tab settings according to your requirements.
                • Education: Default Off
                • Employment: Default Off
                • Financial holdings: Default Off
                • Identification documents: Default Off
                • Securities: Default Off
              • Under Administrative Permissions:
                • Enable View Dashboards in Public Folders
                • Enable View Reports in Public Folders
              • Under General User Permissions:
                • Enable: Manage Leads
                • Enable: Report Builder
                • Enable: Transfer Leads
                • Enable: View My Team's Dashboards
            4. Save your changes.
            5. Under Field-Level Security, click View next to Task.
            6. Click Edit and select the Read Access checkbox for the Type field.
            7. Save your changes, and then click Back to Profile.
            8. Under Record Type Settings, verify the following:
              • The Contacts record type defaults to Individuals.
              • The Events record type includes Advisor Event and defaults to Advisor Event.
              • The Leads record type includes Referral and defaults to Referral.
              • The Billing Statements record type includes Credit and Debit and defaults to Credit.
              • The Financial Accounts record type includes Auto Loan, Checking Account, Credit Card, HELOC, Loan Account, Mortgage, Savings Account, and General Account, and defaults to Checking Account.
              • The Opportunities record type defaults to General.
              • The Tasks record type includes Advisor Task and defaults to Advisor Task.
             
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