Financial Services Initial Setup and Configuration
After enabling Financial Services, complete these setup and configuration tasks.
Required Editions
| Available in: Lightning Experience |
| Available in: Professional, Enterprise, and Unlimited Editions |
- 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 for Financial Services
Give users the most important information about their books of business. - Add Lead Status Picklist Values for Financial Services
To help users track their leads, add picklist values to the Lead Status field. - Add Opportunity Stage Picklist Values for Financial Services
To help users track their open client opportunities, add picklist values to the Stage field. - User Profiles and Permissions in Financial Services
Add the necessary User Profile permissions to enable users to manage their books of business from Financial Services, and then create users. - Page Layouts and Global Actions in Financial Services
Give users access to actions and related lists from accounts and contacts in Financial Services. - Add Customer Roles for Financial Services
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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