Reduce manual setup effort with a ready-to-use bundle of preconfigured settings, metadata, and sample data for Commercial Banking. Avoid the overhead of setting up individual features separately. Install Commercial Banking Relationship Solution with a single click in your Sandbox or Trial org. Use the included sample data to explore features, or bring your own data to validate against your requirements. Demo the solution to your business stakeholders, or use it as a starting point for your own customizations.
Where: This change applies to Lightning Experience in Enterprise and Unlimited editions.
How: Select Salesforce Go from the gear menu or from the main Setup menu. Navigate to the Initial Setup tab to see Commercial Banking Relationship Solution.