The managed package contains most of the Financial Services Cloud functionality. This
functionality includes custom fields and objects, list views and profiles of clients and
households, and administrative configurations.
Required Editions
Available in: Lightning Experience
Available in: Professional, Enterprise, and Unlimited
Editions
In the Product Specific Terms section of your order form, copy the URL for the Financial
Services Cloud managed package.
Paste the URL into your browser navigation bar, and press Enter.
If you received a password from Salesforce, enter it.
Select Install for Specific Profiles.
Scroll to the Select Specific Profiles section, and map the profiles that you created in
the pre-installation tasks to the package profiles.
For the Advisor profile, set the access level to Advisor. For the
Personal Banker profile, set the access level to Personal Banker. For
the Relationship Manager profile, set the access level to Relationship
Manager.
Click Install.
If the installation takes a while, you can click Done and the
installation completes in the background. Check your email for confirmation that the
installation was successful.
If you test the package installation using an Apex test, the test might return an error due
to hard-coded elements such as date format. For this reason, an Apex test is not
recommended.
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