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Accounts and User Profiles in Financial Services

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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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