Add Education Details (Managed Package)

You can store details about a client’s education history.

Required Editions

Important This feature is available in Salesforce orgs that have installed the Financial Services Cloud managed package. This is different from the standard Groups and Households feature, which can be accessed without installing the managed package.

Available in: Lightning Experience

Available in: Professional, Enterprise, and Unlimited Editions

In the client’s profile, open the Related tab.
In the Education section, click New.
If the client isn’t the correct one, remove the client, and select another client or create one.
Enter the education institution name and, optionally, the other details.
Save the information.

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