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          Enable Lightning Experience for Financial Services

          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