Financial Services Cloud Quick Start
|Knowledge Article Number||000240037|
|Description||The heavy lifting is done. Your advisors get the tools they need to focus on high-value client activities instead of routine, administrative tasks. As an admin, you get the trusted power, security, and scalability of the Salesforce platform—tailored for advisory firms to streamline implementation.
Get onboarded faster. Complete these three steps to get up and running with Financial Services Cloud:
|Resolution||☐ Step #1: Complete Financial Services Cloud Pre-Installation Tasks.
Perform these tasks in the org where you plan to install Financial Services Cloud. If you need more instructions on any of these tasks, refer to the Pre-Installation Tasks in the Financial Services Cloud Implementation Guide.
☐ Let advisors relate contacts to multiple accounts by turning on the Contacts to Multiple Accounts feature from the Account Settings page.
☐ Create an Advisor User profile by cloning the Standard User profile from the Profiles page.
☐ Register a custom domain name by entering and registering the custom domain name from the My Domain page.
☐ Turn on Lightning Experience as well as optional features, like Notes, from the Lightning Experience page.
☐ Step #2: Install the Financial Services Cloud Managed and Unmanaged Packages.
The links to the managed and unmanaged extension packages are provided to you in the Product Special Terms section in your contract. In case you have any difficulty finding these links, please feel free to contact Salesforce - we’re here to help you along the way. If you need more instructions for the installation, refer to Financial Services Cloud Packages in the Financial Services Cloud Implementation Guide.
☐ Install the managed package.
a. Select Install for Specific Profiles.
b. From the Advisor profile, set Access Level to Advisor and then Install.
c. Select Done and then check for an email to confirm a successful installation.
d. Verify that Financial Services Cloud was installed from the Installed Packages page.
☐ Install the unmanaged package.
a. After the managed package is installed, open the unmanaged package link from the Contract Terms.
b. Select Install for Specific Profiles.
c. From the Advisor profile, set Access Level to Full Access and then Install.
d. Select Done and then check for an email to confirm a successful installation.
e. Verify that Financial Services Cloud Ext was installed from the Installed Packages page.
☐ Step #3: Complete Financial Services Cloud Post-installation Tasks.
After you've installed both packages successfully, continue with this checklist of setup and configuration tasks. For detailed instructions on configuration, please refer to Post-Installation Tasks in the Financial Services Cloud Implementation Guide.
☐ Create a new Navigation Menu from the Lightning Experience Navigations Menus page.
☐ Configure the Home page.
☐ Set up links to account and contact detail pages to redirect to Household or Client profile pages.
☐ Turn on actions for account and contact page layouts:
a. For the Contact page layout, turn on the Send Email action.
b. For the Account page layout, turn on these actions:
☐ Add Related Contacts as a related list to account and contact page layouts. For our recommendations, refer to the Post-Installation Tasks in the Financial Services Cloud Implementation Guide.
☐ Add an Advisor publisher layout with global actions, to the Advisor profile.
☐ Turn on required permissions and a field-level security setting for the Advisor profile.
☐ Create a user with the Advisor profile and permission set.
☐ Set up client roles.
☐ Set up B2C lead record types.
☐ Map lead fields for lead conversion.
☐ Configure picklist values for Lead Status and Opportunity Stages.
☐ Set up dashboard components.
☐ Set up batch processing last and next interaction dates.
At this point, Financial Services Cloud is up and ready to go. We recommend that you take a look at the Financial Services Cloud Implementation Guide for optional post-installation steps, an overview of the Financial Services Cloud data model, and information on systems integration.