Prepare to Use Financial Services Cloud
To prepare to use Financial Services Cloud, complete the tasks in this section.
Required Editions
| Available in: Lightning Experience |
| Available in: Professional, Enterprise, and Unlimited Editions |
Note When creating custom fields or objects, don’t use the same API names as any packaged
objects or fields. If you use the same names, the custom fields or objects can interfere with
flows, processes, and triggers in Financial Services Cloud.
- Discover and Set Up Financial Services Cloud Features With Salesforce Go
Explore, set up and configure, and monitor usage of Financial Services Cloud features in one streamlined setup location. Access content resources, such as videos, online tours, Trailhead, and Salesforce Help articles, to learn about features, and get help with configuration - all without leaving the setup page. Discover more Financial Services Cloud features and add-on licenses that are available based on your Salesforce edition. And if you’ve turned on the Your Account app, you can quickly buy add-on licenses for some products directly from Salesforce Go. - Check Whether You’re Set Up for Financial Services Cloud
Check that you have a Financial Services Cloud trial org and are ready to start. - Create Users in Financial Services Cloud
Create users for Financial Services Cloud and assign the required permissions using profiles and permission sets. - Create User Profiles for Other User Personas in Financial Services Cloud
Create profiles to define the permissions and field-level security settings for other users in your organization. - Track Leads and Opportunities in Financial Services Cloud
Quickly create wallet share opportunities, track prospects, and convert leads.
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