Enable Lightning Experience for Financial Services

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

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.
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.