Prerequisites to Set Up Financial Service Processes in Unified Catalog
Learn about the required user permissions, components, and configuration values so that
you have the required access and details needed to complete your setup without
interruptions.
Required Editions
Available in: Lightning Experience
Available in: Enterprise, Unlimited, and Developer Editions
with Financial Services Cloud and Unified Catalog.
Components and Configuration Values for Financial Service Processes Before you begin setting up financial service processes in the Unified Catalog, make sure that you review this list of artifacts, component names, document types, and picklist values. At the time of setup, you enter the exact details needed for your configurations.
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