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            Install the Unmanaged Extension Packages

            You are here:

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

            Install the Unmanaged Extension Packages

            Install the unmanaged extension packages after you have installed the Financial Services Cloud managed package. The unmanaged extension package provides field sets that configure how fields display in the client and household profiles. The unmanaged referral package provides the retail banking dashboard. The unmanaged commercial banking extension package provides the commercial banking dashboard.

            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 Ext unmanaged 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, Personal Banker, and Relationship Manager profiles, set the access level to Full Access.
            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.
            7. Repeat the steps for the unmanaged referral package and unmanaged commercial banking extension package.

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

            • Install the Unmanaged Extension Package for Prebuilt Retail Banking 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 retail banking offers pre-configured and customizable retail banking 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 core banking and other external systems.
            • 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.
             
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            Salesforce Help | Article