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            Enable Edit Access to the Related Account Field on Lead

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            3. Financial Services Cloud Admin Guide

            Enable Edit Access to the Related Account Field on Lead

            Financial Services Cloud permission sets provide access to the Related Account field. To give a user profile access to the Expressed Interests component, add edit access to the Related Account field on Lead.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions
            1. Create a permission set that grants edit access to the Related Account field on the Lead object.
              1. From Setup, in the Quick Find box, enter Permission Sets, and then click Permission Sets.
              2. Click New.
              3. Enter a label, API name, and description for your permission set and click Save.
              4. In the Find Settings box, enter Leads, and select Leads under Object Settings.
              5. Click Edit.
              6. Under Field Permissions, enable edit access for Related Account and click Save.
            2. Assign the permission set to users.
              1. From Setup, in the Quick Find box, enter Permission Sets, and then click Permission Sets.
              2. Click the permission set that you created that grants edit access to the Related Account field on the Lead object.
              3. Click Manage Assignments, and then click Add Assignments.
              4. Select the checkbox for each user you want to assign the permission set to, and then click Assign.
                Note
                Note You can only assign a permission set to active users.
             
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