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.
此文章是否解決您的問題？
請讓我們知道，以便我們改進！
正在載入
Salesforce Help | Article
Cookie Consent Manager
Cookie Consent Manager
General Information
Required Cookies
Functional Cookies
Advertising Cookies
General Information
We use three kinds of cookies on our websites: required, functional, and advertising. You can choose whether functional and advertising cookies apply. Click on the different cookie categories to find out more about each category and to change the default settings.
Privacy Statement
Required Cookies
Always Active
Required cookies are necessary for basic website functionality. Some examples include: session cookies needed to transmit the website, authentication cookies, and security cookies.
Functional Cookies
Functional cookies enhance functions, performance, and services on the website. Some examples include: cookies used to analyze site traffic, cookies used for market research, and cookies used to display advertising that is not directed to a particular individual.
Advertising Cookies
Advertising cookies track activity across websites in order to understand a viewer’s interests, and direct them specific marketing. Some examples include: cookies used for remarketing, or interest-based advertising.
