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          Financial Services Cloud Experience Cloud Permission Sets

          Financial Services Cloud Experience Cloud Permission Sets

          Give Experience Cloud users access to Financial Services Cloud features by assigning Financial Services Cloud Experience Cloud permission sets.

          Required Editions

          Financial Services Cloud is available in Lightning Experience.

          Available in: Professional, Enterprise, and Unlimited editions

          Experience Cloud Permission Sets

          Permission Set License Description
          Customer Community for Financial Services Allows the customer community user to access Financial Services Cloud features.
          Customer Community for Financial Services - Login Allows the login-based customer community user to access Financial Services Cloud features.
          Customer Community Plus for Financial Services Allows the customer community plus user to access Financial Services Cloud features.
          Customer Community Plus for Financial Services - Login Allows the login-based customer community plus user to access Financial Services Cloud features.
          External Apps for Financial Services Allows the external apps user to access Financial Services Cloud features.
          External Apps for Financial Services - Login Allows the login based external apps user to access Financial Services Cloud features.
          Note
          Note When assigning a Financial Services Cloud Experience Cloud License to a user, select the license that matches the user’s Experience Cloud License. For example, if a user has a Customer Community Plus permission set, assign the user Customer Community Plus for Financial Services permission set.
           
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          Salesforce Help | Article