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            Accounts and User Profiles in Financial Services

            You are here:

            1. Salesforce Help
            2. Docs
            3. Financial Services Cloud Admin Guide

            Accounts and User Profiles in Financial Services

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

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions
            1. 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.
            2. 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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            Salesforce Help | Article