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            Enable Real-Time Financial Account Information

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

            Enable Real-Time Financial Account Information

            Turn on the setting to retrieve real-time financial account and transaction information from your external core banking system. When this setting is off, account information is retrieved from Salesforce.

            Required Editions

            Available in: Lightning Experience

            Available in: Professional, Enterprise, and Unlimited Editions
            User Permissions Needed
            To use Get Financial Account Details and Get Financial Account Transactions:

            Financial Services Cloud Extension OR Financial Services Cloud Foundations OR FSC Sales OR FSC Service
            To assign permissions: Customize Application
            1. In Setup, in the Quick Find box, enter Feature Settings, and then select Feature Settings.
            2. Click Financial Services.
            3. Click Turn on Real-Time Financial Account Information.
              Real time financail account information setting
             
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