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            Install the Commercial Banking Unmanaged Extension Package (Managed Package)

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            3. Financial Services Cloud Admin Guide

            Install the Commercial Banking Unmanaged Extension Package (Managed Package)

            Streamline the working day for relationship managers and lending assistants by providing them with the My Loans and Mortgages report and the Relationship Management Dashboard.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions where Financial Services Cloud is enabled

            Managed Package Icon This is a Financial Services Cloud managed package feature.

            1. In the Product Specific Terms section of your order form, copy the URL for the Financial Services Commercial Banking Ext unmanaged package.
            2. Paste the URL into your browser navigation bar and press Enter.
            3. If you received a password from Salesforce, enter it.
            4. Select Install for Specific Profiles.
            5. Scroll to the Select Specific Profiles section, and map the Relationship Manager and Lending Assistant profiles to the package profiles and set the access level to Full Access.
            6. Click Install.
              If the installation takes a while, you can click Done and the installation completes in the background. Check your email for confirmation that the installation was successful.

            If the package installation fails, see Why did my installation or upgrade fail?

             
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