Assign a Permission Set License

Control access to Financial Services Cloud by assigning the Financial Services Cloud Standard permission set license to each user. Starting with the Summer ’17 release, you are required to assign a Financial Services Cloud Standard permission set license to each user. This requirement includes Financial Services Cloud packages installed in a production or sandbox org after the Summer ’17 release. This step is optional for managed packages installed before the Summer ’17 release until further notice.
Note

Note

Financial Services Cloud Communities users don’t require the Financial Services Cloud Standard permission set license. The Wave Embedded App permission set license is required for access to Einstein Analytics for Financial Services Cloud.