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            Install Flow Builder for Financial Services Cloud

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

            Install Flow Builder for Financial Services Cloud

            Install the Lightning Flow for Financial Services Cloud package from your preferred browser.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions

            Before you can install the Lightning Flow for Financial Services Cloud package, Person Accounts must be enabled for your org.

            1. Copy and paste the following URL into your browser, and press Enter.
              https://sf-industries.my.salesforce-sites.com/financialservicescloudflow
            2. Enter your username and password for the Salesforce org in which you want to install the package, and then click Log In.
            3. Select Install for Admins Only, Install for All Users, or Install for Specific Profiles, and then click Install.
            Note
            Note If the package isn’t installed, see Why did my installation or upgrade fail?

            You can now complete the configuration steps to make the flows ready for use.

            See Also

             
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