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            Install the Managed Package

            You are here:

            1. Salesforce Help
            2. Docs
            3. Financial Services Cloud Managed Package Installation Guide

            Install the Managed Package

            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
            1. In the Product Specific Terms section of your order form, copy the URL for the Financial Services Cloud managed package.
            2. Paste the URL into your browser navigation bar, and press Enter.
            3. If you received a password from Salesforce, enter it.
            4. Select Install for Specific Profiles.
            5. 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.
            6. 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 the package installation fails, see Why did my installation or upgrade fail?

            Note
            Note

            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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