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            Financial Services Cloud Experience Cloud Sites

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            3. Financial Services Cloud Admin Guide

            Financial Services Cloud Experience Cloud Sites

            Provide partners and customers with access to Financial Services Cloud through Experience Cloud licenses for external users. With Experience Cloud, you can give access to a client’s profile, including account details, financial accounts, and more. An advisor, client, or customer can access client account information in a site.

            Note
            Note To set up Financial Services Cloud Experience Cloud sites, make sure that you have user licenses for Financial Services Cloud and Experience Cloud. Community user licenses and profiles are used in Experience Cloud sites.
            Important
            Important All the Financial Services Cloud for Experience Cloud licenses have a corresponding permission set license for each version so that new capabilities can be added to each license as appropriate. The new licenses are:
            • Financial Services For Customer Community
            • Financial Services For Customer Community Login
            • Financial Services For Customer Community Plus
            • Financial Services For Customer Community Plus Login
            • Financial Services For Partner Community
            • Financial Services For Partner Community Login

            These licensing changes don’t impact existing capabilities. Relevant permissions are carried over to the new permission set licenses. New Financial Services Cloud capabilities are added only to the new permission set licenses so make the updates to access new features. Note that the old permission sets can no longer be assigned to users.

            Reassign the new permission set licenses to your users.

            Assign the new permission set licenses to your users. Next, unassign the Financial Services Community and Financial Services Community Extension permission sets. Then, unassign the Financial Services Community and Financial Services Community Extension permission set licenses.

            Note
            Note You can perform this operation in Setup or by using Data Loader for bulk assignment. For information on using Data Loader to bulk assign permissions, see Bulk-Assign Permission Set Licenses. The context for this procedure is Health Cloud but the process is the same for Financial Services Cloud.
            Important
            Important If you have custom code that automatically manages the assignment of permission set licenses for Experience Cloud users, update the custom code to use the new permission set licenses.

            Configure a partner site, a customer site, or both, depending on your users’ needs.

            If you configure a single site and provide access to partner and customer site users, create page variations for each user profile. Members of this site use the same URL, but partner and customer users see different home pages, each tailored with the Financial Services Cloud components relevant to their needs.

            Explore and Learn

            Watch this video to get quick tour of Financial Services Client Portal.

            If you aren’t able to watch the video in full screen, open the video on a new tab: Watch video Get to Know Financial Services Client Portal.

            See Also

             
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