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Enable Financial Account Management Standard Objects

Enable Financial Account Management Standard Objects

To use the Financial Account and related standard objects to model financial accounts and related information, enable the Financial Account Management Standard Objects setting.

Required Editions

Available in: Lightning Experience
Available in: Professional, Enterprise, and Unlimited Editions
User Permissions Needed
To enable Financial Account Management Standard Objects:

Industry Service Excellence OR Industry Sales Excellence

AND

OmniStudio User

AND

Financial Services Cloud Extension OR FSC Foundation OR FSC Service OR FSC Sales

If you’re currently using objects from the Agentforce Financial Services managed package, plan your metadata and data migration before you start using the standard Financial Account and its related objects.

  1. From Setup, in the Quick Find box, enter Financial Account Settings, and then select Financial Account Settings.
  2. Turn on Financial Account Management Standard Objects.
    Important
    Important When the Financial Account Management Standard Objects setting is enabled and you have the Agentforce Financial Services managed package installed, both standard objects and objects from the managed package are visible in your org. It's important to consistently use either the managed package objects or the standard objects, and avoid mixing both when setting up the financial account and its related features. Use the API name mapping between the managed package and standard objects to effectively use the objects without any confusion.
 
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