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Setup of Business Client Engagement

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Setup of Business Client Engagement

To set up Business Client Engagement, turn on the prerequisite settings that help you access the objects related to client engagement, such as Account Account Relationship, Account Contact Relationship, Party Profile, and Party Business Region.

Required Editions

Available in: Lightning Experience in Enterprise and Unlimited Editions that have Financial Services Cloud enabled

Enable the Contacts to Multiple Accounts setting in your Salesforce org. See Set Up Contacts to Multiple Accounts
To enable the existing Account Account Relationship object without the client engagement related fields, turn on the Group Membership setting in your Salesforce org. See Set Up Group Membership.
Make sure that you turn on the Discovery Framework setting. See Enable Discovery Framework.
Make sure that you turn on the Know Your Customer setting. See Enable Know Your Customer.

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