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            Enable Lightning Experience for Financial Services

            You are here:

            1. Salesforce Help
            2. Docs
            3. Financial Services Cloud Admin Guide

            Enable Lightning Experience for Financial Services

            To use Financial Services, enable Lightning Experience in your org. Financial Services is supported only in Lightning Experience.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions
            1. From Setup, click Get Started in the Migration Assistant tile at the top of the menu.
            2. Choose which features to enable. Consider enabling the recommended supporting features.
              Tip
              Tip Duplicate management is supported for person accounts in Financial Services.
            3. Enable Lightning Experience.
            4. Click Finish Enabling Lightning Experience.
            5. In the dropdown below your Salesforce username, click Switch to Lightning Experience.
              Unless noted otherwise, the remaining steps in this guide are provided for Lightning Experience.
             
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            Salesforce Help | Article