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            Create the User Profiles

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            3. Financial Services Cloud Managed Package Installation Guide

            Create the User Profiles

            You use profiles to grant advisors, personal bankers, and relationship managers access to Financial Services Cloud features. To create the required profiles, clone and customize the Standard User profile provided by Salesforce.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions

            When you install the Financial Services Cloud packages, map these cloned profiles to the Advisor, Personal Banker, and Relationship Manager profiles provided in each package.

            1. From Setup, enter Profiles in the Quick Find box, and then select Profiles.
            2. Clone the Standard User profile.
            3. Give it a name, such as Advisor.
            4. Save your changes.
            5. Repeat to create the Personal Banker and Relationship Manager profiles.
             
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