To start using Financial Services Cloud, complete the tasks in this guide.
Required Editions
Available in: Lightning Experience
Available in: Professional, Enterprise, and Unlimited
Editions
Note When creating custom fields or objects, don’t use the same API names as any packaged
objects or fields. If you use the same names, the custom fields or objects can interfere with
flows, processes, and triggers in Financial Services Cloud.
Pre-Installation Tasks for Lightning Experience Financial Services Cloud requires Lightning Experience. Configure Lightning Experience before installing the Financial Services Cloud packages.
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