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.
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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