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            Wealth Starter Analytics Template

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            Wealth Starter Analytics Template

            Creating an app from the Wealth Starter Analytics template gives Financial Services Cloud customers a quick way to apply the power of CRM Analytics to data about their book of business.

            Note
            Note Wealth Starter Analytics is included with CRM Analytics for Financial Services, which is available at an extra charge for customers with Financial Services Cloud Basic or Standard licenses and the FSCAnalyticsPlus (CRM Analytics for Financial Services) license. See Deploy CRM Analytics for Financial Services for complete deployment instructions.
             
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            Salesforce Help | Article