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.
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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