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            Enable Financial Account Management Standard Objects for Financial Plans and Goals

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            3. Financial Services Cloud Admin Guide

            Enable Financial Account Management Standard Objects for Financial Plans and Goals

            To model financial accounts and related information by using the Financial Account and related standard objects, 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 for financial plans and goals:

            Financial Services Cloud Extensions OR FSC Sales

            AND

            Omnistudio User OR Omnistudio Admin permissions set
            1. From Setup, in the Quick Find box, enter Financial Account Management, and then select Financial Account Management Standard Objects.
            2. Turn on Financial Account Management Standard Objects.
              Important
              Important When the Financial Account Management Standard Objects setting is enabled and you've installed the Financial Services Cloud managed package, both the standard console apps and the apps from the managed package are visible in your Salesforce org. It's important to consistently use either the Financial Services Cloud managed package console apps or the standard console apps, and avoid mixing the two. Review the name comparison between the managed package and standard console apps to effectively use the apps without any confusion.
             
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