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            Install the Unmanaged Extension Package for Prebuilt Wealth Management Service Processes

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

            Install the Unmanaged Extension Package for Prebuilt Wealth Management Service Processes

            Install the unmanaged extension package after you install the Financial Services Cloud managed package. The unmanaged package extension for Financial Services Cloud Service Processes for Wealth Management offers pre-configured and customizable wealth management service processes built using Service Process Studio. Each process includes an OmniScript for request intake through assisted and self-service channels. It features flows and email templates for streamlined fulfillment, and BIAN-inspired outbound Mulesoft APIs for integration with Custodial or Books and Records platform.

            Required Editions

            • To run the wealth management service processes in your Salesforce org, you must install OmniStudio package version 246.5 or later.
            • Enable Lightning web security for LWC in Session Settings. See Enable Lightning Web Security in an Org.
            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions
            1. To install the package, paste this URL into your browser navigation bar and press Enter.
            2. Log in to the org in which to install the package.
            3. If you want to provide package access to the installing admin’s profile or any profile with Customize Application permission, select Install for Admins Only.
            4. If you want to provide package access to all internal custom profiles, select Install for All Users.
            5. If you want to provide package access to specific profiles in your org, select Install for Specific Profile. You can set each profile to have full access or no access for the new package and all its components.
            6. To see an overlay with the list of components in the package, click View Components.
            7. Click Install.
              The installation can take some time. To complete the installation in the background, click Done. Check your email for confirmation that the installation was successful.

            If the package installation fails, see Why did my installation or upgrade fail?

             
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