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            Enable Financial Services Cloud Standard Objects

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

            Enable Financial Services Cloud Standard Objects

            To aggregate financial information from 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 where Financial Services Cloud is enabled
            User Permissions Needed
            To enable Financial Services Cloud Standard Objects:

            Industry Service Excellence OR Industry Sales Excellence

            AND

            Omnistudio User

            AND

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

            Turn on the Financial Account Management Standard Objects setting if you plan to use any of the Data Processing Engine templates that aggregate information from Financial Account and related standard objects.

            1. From Setup, find and select Financial Account Settings.
            2. Turn on Financial Account Management Standard Objects.
             
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