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Salesforce Financial Services Cloud: Interaction Summaries licenses and settings not available in Setup

Дата публикации: Jul 14, 2026
Описание

The users configuring Interaction Summaries in Financial Services Cloud (FSC) may find that the feature cannot be enabled and the required licenses are missing.

 The Common symptoms include: the Interaction Summary Settings option is not available in Setup:

          The standard Interaction Summary and Interaction objects are not available in Object Manager

         The Financial Services Cloud Extension license shows as disabled with 0 available licenses; and the FSC Sales Permission Set License is not present under Permission Set Licenses.

The users describe this as: "I don't seem to have the licenses available" and "Help documentation says I need a license but you say I don't" and note the org already meets the required editions.

Interaction Summaries is available in Enterprise, Performance, Unlimited, and Developer Editions, so meeting the edition requirement alone does not make the feature available.

     Access to Interaction Summaries in FSC depends on the Financial Services Cloud Extension permission set license being provisioned, and this license is required to expose the Interaction Summary and Interaction objects and the Interaction Summary Settings.

     The behavior frequently appears in a sandbox because sandbox licenses depend on the licenses provisioned in the source production org.

      If the Financial Services Cloud Extension license is disabled or shows 0 licenses in production, a cloned or refreshed sandbox inherits the same absence, and the licenses do not appear in the sandbox.

Решение
If your org is missing Interaction Summary Settings in Setup, or the Interaction Summary and Interaction objects are not visible in Object Manager, the Financial Services Cloud (FSC) Extension permission set license or the FSC Sales Permission Set License may not be provisioned. For general information on FSC licensing and supported editions, see Set Up Financial Services Cloud in Salesforce Help.

The steps below confirm whether the required licenses are provisioned and how to enable Interaction Summaries once they are. Meeting the edition requirement alone (Enterprise, Performance, Unlimited, or Developer) does not expose the feature — the licenses must also be present and enabled.
Cause 1: The Financial Services Cloud Extension license is disabled or shows 0 available licenses

When the Financial Services Cloud Extension license is disabled or shows 0 available licenses, the Interaction Summary Settings option does not appear in Setup and the standard Interaction Summary and Interaction objects are not available in Object Manager.

Confirm license provisioning

  1. Navigate to Setup > Company Information.
  2. Scroll to the Permission Set Licenses related list.
  3. Confirm that the Financial Services Cloud Extension license is listed, that Total Licenses is greater than 0, and that the license status is enabled.
  4. Confirm that the FSC Sales Permission Set License is also listed under Permission Set Licenses.


If the Financial Services Cloud Extension license is disabled, shows 0 available licenses, or the FSC Sales Permission Set License is not listed, the required licenses are not provisioned. Interaction Summaries cannot be enabled until both licenses are added to the org. Contact your Salesforce account team to request provisioning.
Cause 2: Sandbox does not reflect the required licenses because the source production org lacks them

If Interaction Summaries licenses are missing in a sandbox, the source production org most likely does not have the Financial Services Cloud Extension license provisioned. Sandbox licenses mirror the licenses available in the production org from which the sandbox was created or last refreshed — they cannot be provisioned independently in the sandbox.

Verify production licenses and sync to sandbox

  1. Log in to the source production org.
  2. Navigate to Setup > Company Information and review the Permission Set Licenses related list.
  3. Confirm whether the Financial Services Cloud Extension license and the FSC Sales Permission Set License are both present and enabled in production.
  4. If either license is absent in production, it must be provisioned there first. Contact your Salesforce account team to add the missing licenses to the production org.
  5. Once the licenses are provisioned in production, open the sandbox and use Match Production Licenses to inherit the updated license entitlements.
 
Enable Interaction Summaries after licenses are provisioned

Once the Financial Services Cloud Extension license is enabled and shows available licenses, complete the following steps to turn on Interaction Summaries and assign access to users.

  1. In Setup, enter Interaction Summary Settings in the Quick Find box and select it.
  2. Enable the Interaction Summary toggle.
  3. Navigate to Setup > Object Manager and confirm that the standard Interaction Summary and Interaction objects are now listed.
  4. Assign the appropriate Financial Services Cloud permission set — backed by the provisioned Financial Services Cloud Extension license — to any users who need access to Interaction Summaries.


Verification

Open the App Launcher, search for and navigate to the Interaction Summaries tab, and create a new Interaction Summary record. If the record saves successfully and both the Interaction Summary and Interaction objects are visible in Object Manager, the licenses are correctly provisioned and the feature is enabled.
 
Номер статьи базы знаний

005388940

 
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Salesforce Help | Article