Accounts and User Profiles in Financial Services

Before installing Financial Services, set up accounts and the user profiles.

Available in: Lightning Experience

Available in: Professional, Enterprise, and Unlimited Editions

Enable Contacts to Multiple Accounts for the Financial Services Data Model
The Contacts to Multiple Accounts feature must be enabled to support the Financial Account Management data model.
Create Advisor, Banker, and Relationship Manager Profiles
To grant advisors, personal bankers, and relationship managers access to Financial Services features, clone and customize the Standard User profile provided by Salesforce.

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