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            Create a Customer User to Access Financial Services Cloud in Experience Cloud

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            1. Salesforce Help
            2. Docs
            3. Financial Services Cloud Admin Guide

            Create a Customer User to Access Financial Services Cloud in Experience Cloud

            Create a customer user and assign the required permissions to enable access to Financial Services Cloud in Experience Cloud customer sites.

            Before you can create a customer user, the owner of the contact record must have a role assigned.

            Note
            Note Complete these steps in Salesforce Classic:
            1. Assign a role to the owner of the contact record.
              1. From Setup, enter user in Quick Find, then select Users > Users.
              2. Next to the owner of the contact record, click Edit.
              3. From the General Information section, select a role, such as CEO.
              4. Save your changes.
            2. Enable the contact and the contact’s related account as external partner users.
              Note
              Note The contact must have a standard related account.
              1. From the contact record page, click the account name in Related Accounts.
              2. Select Manage External User > Enable User
              3. From the New User page, in the General Information section, select the following:
                User License
                • Client Customer Community
                • Client Customer Community Plus
                • Client Customer Community Login
                • Client Customer Community Plus Login
                Profile
                • Client Customer Community
                • Client Customer Community Plus
                • Client Customer Community Login
                • Client Customer Community Plus Login
                Note
                Note Community user licenses and profiles are used in Experience Cloud sites.
              4. Save your changes.
              5. From the contact record page, select Manage External User > Enable User
              6. From the New User page, in the General Information section, select the following:
                User License
                • Client Customer Community
                • Client Customer Community Plus
                • Client Customer Community Login
                • Client Customer Community Plus Login
                Profile
                • Client Customer Community
                • Client Customer Community Plus
                • Client Customer Community Login
                • Client Customer Community Plus Login
                Note
                Note Community user licenses and profiles are used in Experience Cloud sites.
              7. Save your changes
            3. Assign a permission set:
              1. From the contact’s user page, click Permission Set Assignments and then click Edit Assignments.
              2. From Available Permission Sets, select Customer Community Read Only and then click Add.
              3. Save your changes.
                If the site is activated, an email is sent to the customer user with site access information.

            Next, you can configure Financial Services Cloud Lightning components in your site with Experience Builder.

             
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