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Unable to see Wealth Management in App Launcher in my developer edition Trailhead account
Hi All, I am new to Trailhead and just started my learning in Salesforce.I am going through basic trailhead modules. Currently learning Financial Services Cloud Data Modelling > Work with records and trying to set up person accounts for wealth management in my Developer Edition org.
Unable to see Wealth Management in App launcher.
I think am missing an important step to configure something. Not sure what is that.
Can someone please guide me here? Thanks.
Unable to see Wealth Management in App launcher.
I think am missing an important step to configure something. Not sure what is that.
Can someone please guide me here? Thanks.
Sorry for this issue you are encountering.
Financial services cloud is available only in professional, enterprise and unlimited accounts.
As you are trying to check for the same in a developer edition org you are not able to see the wealth management application.
May I suggest you please give a try by creating the financial service cloud trail org as suggested in the trailhead.
Hope this helps.
Kindly mark this as solved if the reply was helpful.
Thanks,
Nagendra
For more details : https://trailhead.salesforce.com/content/learn/modules/client-management-with-financial-services-cloud/map-client-relationships?trail_id=learn-to-work-in-financial-services-cloud