There are a few specific Financial Services Cloud setup items listed below. Note that if some of the setup screenshots in the documentation reference classic setup pages, it may make sense to switch to Classic when following the setup steps below.
Navigate to Setup in Lightning and select Object Manager under the Objects and Fields Section.
Click Business Process.
Select Buttons Links and Actions and click the down arrow next to New, then click Edit.
Select Standard Page under the Salesforce Classic Override section and click Save.
Repeat Step 2 and navigate back to the Object Manager in Lightning Setup.
Select Account.
Click Page Layouts and click Account (Individual) to access the Account (Individual) Page Layout.
Ensure that none of the related lists referenced on this documentation are added to the page layout.
As long as the Contact (Individual) Page Layout is configured as per this documentation, the necessarily related lists will display on the Account (Individual) Page Layout in Lightning.
Navigate to the Conga Orchestrate Setup tab to Disable Setting Account Lookup. This will force users to select the appropriate Account (Household or Business) when executing Business Processes.
Navigate to the Conga Orchestrate Setup tab and check the Disable Setting Account Lookup field in the Features Control section of Conga Orchestrate Setup.
Click Save.
Important
Note that when creating page layouts on the Business Process object, include the New Task (FSC) and New Event (FSC) custom actions so that you can create manual Tasks and Events correctly from a Business Process record. In addition, set the Account field to required on all Business Process Page layouts. For information on setting up the New Event Action see, Setting Up the New Event Action for the Financial Services Cloud. For more information about setting up the New Task action, see Setting Up the New Task Action for the Financial Services Cloud.
