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            Enable Financial Account Management Standard Objects

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            1. Salesforce Help
            2. Docs
            3. Financial Services Cloud Admin Guide

            Enable Financial Account Management Standard Objects

            To use the Financial Account and related standard objects to model financial accounts and related information, 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:

            Industry Service Excellence OR Industry Sales Excellence

            AND

            OmniStudio User

            AND

            Financial Services Cloud Extension OR FSC Foundation OR FSC Service OR FSC Sales

            If you’re currently using objects from the Financial Services Cloud managed package, plan your metadata and data migration before you start using the standard Financial Account and its related objects.

            1. From Setup, in the Quick Find box, enter Financial Account Settings, and then select Financial Account Settings.
            2. Turn on Financial Account Management Standard Objects.
              Important
              Important When the Financial Account Management Standard Objects setting is enabled and you have the Financial Services Managed managed package installed, both standard objects and objects from the managed package are visible in your org. It's important to consistently use either the managed package objects or the standard objects, and avoid mixing both when setting up the financial account and its related features. Use the API name mapping between the managed package and standard objects to effectively use the objects without any confusion.
             
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