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            Assign Permissions for Financial Account Management Standard Objects

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            1. Salesforce Help
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            3. Financial Services Cloud Admin Guide

            Assign Permissions for Financial Account Management Standard Objects

            Give users access to the Financial Account and related standard objects by assigning permission sets.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions
            User Permissions Needed
            To assign permission sets:

            Assign Permission Sets

            AND

            View Setup and Configuration
            1. From Setup, in the Quick Find box, enter Users, and then select Users.
            2. Click a user’s name.
            3. Under Permission Set Assignments, click Edit Assignments, and add these permission sets:
              • Industry Service Excellence OR Industry Sales Excellence
              • OmniStudio User
              • OmniStudio Admin
              • Financial Services Cloud Extension OR FSC Foundation OR FSC Service OR FSC Sales
              • Financial Services For Customer Community OR Financial Services For Customer Community Plus OR Financial Services For Customer Community Login OR Financial Services For Customer Community Plus Login OR Financial Services For Partner Community OR Financial Services For Partner Community Login
            4. Save your changes.
             
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