in implementation guides ~ read.
Salesforce Finserv Admin Guide

Salesforce Finserv Admin Guide

DOWNLOAD

First things first !
To download this implementation guide, click the download button below.
If you need more information about the implementation guide, you can read the Table of Contents below.

Download

Financial Services Cloud
Learn and Explore
Plan and Prepare
Set Up and Manage Subverticals
Set Up and Manage Common Capabilities
Set Up and Manage AddOns
Extend Financial Services Cloud
Work with Data in Financial Services Cloud
Financial Services Cloud Availability and Limitations

PDF Resources

***