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            Configure a Partner Experience Cloud Site

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            3. Financial Services Cloud Admin Guide

            Configure a Partner Experience Cloud Site

            The Financial Services Cloud managed package includes an Advisor Partner Community profile and permission set to let you expose account details and financial accounts information to your independent advisors. You can then create custom pages for your Experience Cloud site with Experience Builder so that independent advisors can access Financial Services Cloud information.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions

            Before you begin, make sure that you have a site to configure for Financial Services Cloud. Follow these steps to activate the Advisor Partner Community profile and the relevant permission set.

            Note
            Note Partner Community profiles are used in Experience Cloud sites.
            1. From Setup, enter Digital Experiences in the Quick Find box, then select All Sites.
            2. Next to your site name, click Workspaces.
            3. From Experience Workspaces, click Administration and then click Members.
            4. From Search, select Portal.
            5. From the Available Profiles list, select one of the following based on your Experience Cloud user license:
              • Advisor Partner Community

                For Partner Community user license

              • Advisor Partner Community Login

                For Partner Community Login user license

              • Your custom Partner Community profile
            6. Click Add.
            7. From the Available Permission Sets list, select Advisor Partner Community and then click Add.
            8. Save your changes.
            9. Click Settings and then click Activate.

            See Also

             
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