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            Install and Deploy the Household API for Wealth Management Unmanaged Package

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            3. Financial Services Cloud Admin Guide

            Install and Deploy the Household API for Wealth Management Unmanaged Package

            Install the Household API for Wealth Management unmanaged package to access the Household API Retrieval Summary Definition that retrieves details about a household.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions
            User Permissions Needed
            To configure Household API Setup:

            Financial Services Cloud Extensions

            To generate a Data Processing Engine definition for record aggregation: Record Aggregation Access
            1. Enter the URL for the package into your browser navigation bar, and press Enter.
              URL: https://login.salesforce.com/packaging/installPackage.apexp?p0=04t4W000002w6te
            2. Enter your Salesforce credentials.
            3. Select the audience for the installation.
            4. Click Install.
              The installation can take a while. You can safely navigate away from this page. You will receive an email when the installation is complete.
              To verify that the package is installed, go to Installed Packages in Setup, and look for the name of the package.
             
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