Setting up Salesforce Financial Services Cloud (FSC) correctly is essential to ensure a smooth learning experience and accurate configuration for real-world scenarios. In this guide, we’ll walk through the process of reviewing your FSC Learning Org, verifying licenses, and setting up users with the right profiles, permission set licenses, and permission sets. Whether you’re a Wealth Advisor aiming to deliver personalized financial guidance or a Personal Banker managing client portfolios, FSC offers robust tools to provide a 360-degree client view. Before diving into advanced features, it’s important to understand the foundational setup, including user roles, profiles, and permissions, as they define what users can access and do within the application. This tutorial will take you step by step through the essentials—starting from spinning up your 30-day Learning Org to reviewing assigned apps, licenses, and configuring permission sets to ensure your environment is ready for hands-on FSC exploration.
Note: This Learning Org is valid for only 30 days. If you break anything, get an error or the org expires, you will need to spin up a new Learning Org.
Get Your 30-Day Learning Org
Go to the Financial Services Cloud Free Trial Signup page and fill out the form.
Check your email inbox for a Welcome to Salesforce: Verify your account email and verify your account. Follow the instructions to change your password and enter the security question.
Review Org and Set-Up Users
We are going to follow Wealth Advisor, Ryan Dobson and Personal Banker, Hank Burton.
Our Advisor, Ryan Dobson, wants to get a 360-degree view of his customers to act as a great customer advisor, so he can help them to achieve their financial goals.
Our Banker, Hank Burton, wants to have full insight into his customers’ portfolios and their financial situation and wants to be able to capture important customer conversations. Hank also wants to monitor the customer and partner referrals that come in.
In the Learning Org the users Ryan Dobson (Advisor) and Hank Burton (Personal Banker) are already set up. Before we get started with the configuration, let’s take a tour of the org and verify the app is installed correctly with proper licenses provisioned.
Review FSC Package
- Click and select Setup.
- Next enter Company Information in the Quick Find box and review what licenses we have in the system.
- Confirm the number of Salesforce Licenses available, and verify the following Permission Set Licenses are present: Financial Services Cloud, - Digital Insurance, Action Plans, Document Checklist, Agentforce, Digital - Lending, Business Rules Engine and more.
- Click Go to list in the Permission Set Licenses section to see the full list.
Set-Up Users and Review Profiles
To view the profiles in your organization, from Setup, enter Profiles in the Quick Find box, then select Profiles.
- Click and select Setup.
- Enter User in the Quick Find box, then select Users and review the users in the org.
- Review the Profiles & Permissions of FSC Personal Banker Hank Burton.
Profiles define how users access objects and data, and what they can do within the application. When you create users, you assign a profile to each one. Let’s review the Financial Services related Profiles that are already in this org and what object permissions are assigned to these profiles.
