To use the Financial Services Cloud users need the Financial Services Cloud Standard permission set license. This enables provides access to the standard Salesforce objects and Financial Services Cloud custom objects.
In addition, the Advisor Access permission set is required. This permission set is needed to perform admin functions such as running test classes to convert leads.
Hope this resolves the issue.
Kindly mark this as solved if the reply was helpful.
The account Record Type of the account to which you are converting lead is invalid. Check your trigger as it shows the line number from where it is emerging.
Sorry for this issue you are facing.
To use the Financial Services Cloud users need the Financial Services Cloud Standard permission set license. This enables provides access to the standard Salesforce objects and Financial Services Cloud custom objects.
In addition, the Advisor Access permission set is required. This permission set is needed to perform admin functions such as running test classes to convert leads.
Hope this resolves the issue.
Kindly mark this as solved if the reply was helpful.
Thanks,
Nagendra
The account Record Type of the account to which you are converting lead is invalid. Check your trigger as it shows the line number from where it is emerging.
Thanks