To use Financial Services Cloud, Lightning Experience must be enabled in your org.
Financial Services Cloud is supported only in Lightning Experience.
Required Editions
Available in: Lightning Experience
Available in: Professional, Enterprise, and Unlimited
Editions
From Setup, click Get Started in the Migration Assistant tile at
the top of the menu.
Choose which features to enable. Consider enabling the recommended supporting
features.
Tip Duplicate management is supported for person accounts in Financial
Services Cloud.
Enable Lightning Experience.
Click Finish Enabling Lightning Experience.
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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