Which three Permission Set Licenses give users access to Financial Services Cloud features?

Permission set licenses incrementally entitle users to access features that are not included in their user licenses.

Which three Permission Set Licenses give users access to Financial Services Cloud features?
A . Financial Services Cloud Standard
B . Action Plans
C . Lightning Scheduler Resource
D . FSC Insurance
E . Mortgage

View Answer

Answer: A, B, D

Explanation:

The following Permission Set Licenses give users access to Financial Services Cloud features: Financial Services Cloud Standard: This license enables user access to a license with contractual restrictions for Financial Services Cloud and provides access to core objects such as accounts, contacts, leads, opportunities, cases, activities, reports, dashboards, and custom objects. This license also provides access to some Financial Services Cloud features such as Action Plans, Actionable Relationship Center (ARC), Branch Management, Complaint Management, Data Consumption Framework (DCF), Discovery Framework (DF), Document Generation (DG), Groups (Householding), Intelligent Document Automation (IDA), Intelligent Need-Based Referrals and Scoring (INRS), Referral Management (RM), Relationship Builder (RB), Relationship Groups (RG), Relationship Map (RM), Timeline (TL)1.

Action Plans: This license enables user access to the Action Plans feature, which allows users to create templates for common client processes, such as loan approval, account opening, or financial review. Action Plans can create repeatable tasks and automate the task sequences when executed2.

FSC Insurance: This license enables user access to the Insurance feature, which allows users to manage insurance policies and claims for clients. This license also provides access to some Insurance objects such as Policy, Claim, Coverage Type, Policy Product, Policy Product Offering.

Verified Reference: 12