Create Advisor, Banker, and Relationship Manager Profiles
To grant advisors, personal bankers, and relationship managers access to Financial
Services features, clone and customize the Standard User profile provided by
Salesforce.
Required Editions
Available in: Lightning Experience
Available in: Professional, Enterprise, and Unlimited
Editions
From Setup, enter Profiles in the Quick Find box, and then select
Profiles.
Clone the Standard User profile.
Give it a name, such as Advisor.
Save your changes.
Repeat to create the Personal Banker and Relationship Manager profiles.
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