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            Set Up Products to Onboard Applicants

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

            Set Up Products to Onboard Applicants

            Create products for which you want to onboard your applicants. For example, Savings Account and Checking Account.

            Required Editions

            Available in: Lightning Experience in Professional, Enterprise, and Unlimited Editions that have Financial Services Cloud enabled
            User Permissions Needed
            To set up products: Create on Product2
            1. From the App Launcher, find and select Products.
            2. Click New and enter the product details.
            3. To add another product, click Save & New or to finish, click Save.
             
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            Salesforce Help | Article