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Considerations for Using Commercial Banking Relationship Solution

Considerations for Using Commercial Banking Relationship Solution

Before you install Commercial Banking Relationship Solution, review these considerations.

Considerations and Limitations

  • Install the solution in a new org. Installing it in an existing org may cause deployment errors.
  • Salesforce recommends starting in a sandbox to verify that the installed configuration meets your needs before rolling it to production. To deploy to a production org, your Apex code must have at least 75% code coverage.
    Note
    Note The initial setups that install data and metadata are unavailable in active production orgs and Government Cloud orgs.
  • If the installation fails, view the logs to resolve issues. If the problem persists, contact Salesforce Customer Support.
  • The solution deploys sample data. Install the solution in a sandbox, Developer Edition org, or FSC Trial org to explore features.
  • Sample configurations and data deployed by Commercial Banking Relationship Solution aren't automatically removed. To prevent data conflicts, manually delete the sample data before adding production data.
 
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