Post-Installation Tasks
After you’ve installed the managed and unmanaged packages, complete these Financial Services Cloud setup and configuration tasks.
Required Editions
| Available in: Lightning Experience |
| Available in: Professional, Enterprise, and Unlimited Editions |
Note The Financial Services Cloud managed package includes several validation rules enabled for
different packaged objects. Modifying or deactivating these validation rules can result in
data model integrity errors.
- Configure Navigation to Individual and Group Profiles
Standard URLs that point to account and contact detail pages require a different navigation path for an individual’s information. When users interact with detail page links, you want them to navigate to an individual or group profile, not the individual’s account or contact record. You can configure overrides to redirect these URLs. - Lightning Pages Setup
Give users the most important information about their books of business. - Add Values to the Lead Status Picklist
To help users track their leads, add picklist values to the Lead Status field. - Add Values to the Opportunity Stage Picklist
To help users track their open client opportunities, add picklist values to the Stage field. - Add Users
Add the necessary User Profile permissions to enable users to manage their books of business from Financial Services Cloud, and then create users. - Page Layouts and Global Actions Setup
Give users access to actions and related lists from accounts and contacts in Financial Services Cloud. - Add Customer Roles
When users create a customer record, they specify the customer’s role within a household, such as client, spouse, domestic partner, or dependent. These roles are picklist values for the Role field on the Account Contact Relationship object. Define the roles that represent the types of household members that your firm tracks.
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