Create a Financial Advisor Profile (Managed Pacakge)
Create a Financial Advisor profile to define the permissions and field-level security
settings for all wealth managers.
Required Editions
Available in: Lightning Experience
Available in: Professional, Enterprise, and Unlimited
Editions
This is a Financial Services Cloud managed package feature.
From Setup, in the Quick Find box, enter Profiles, and then select
Profiles.
Click New.
From the Existing Profile list, select Standard User.
Enter a profile name, such as Financial Advisor.
Save your changes.
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