Check Whether You’re Set Up for Financial Services Cloud
Check that you have a Financial Services Cloud trial org and are ready to
start.
Required Editions
Available in: Lightning Experience
Available in: Professional, Enterprise, and Unlimited
Editions
Log in to Salesforce as a Salesforce admin.
Verify that you can see Welcome to the Financial Service Cloud Learning Org.
Great, you are ready to get started.
If you don’t find the welcome page, see the Financial Services
Cloud Installation Guide. On your order form, under Product Specific Terms, find the
links to the Financial Services Cloud and Tableau CRM for Financial Services Cloud packages to
install.
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