Enable Integration User Access to Financial Services Cloud Standard Objects
Move data from external systems directly into Financial Account and related Financial Services Cloud objects via API without assigning additional Agentforce Financial Services licenses to your integration user. Update the integration user's permission set license to grant the required object permissions.
Required Editions
| Available in: Lightning Experience |
| Available in: Developer, Enterprise, and Unlimited Editions where Financial Services Cloud is enabled |
| User Permissions Needed | |
|---|---|
| To edit permission set licenses: | Manage Profiles and Permission Sets AND Customize Application |
The integration user must have the Salesforce API Integration permission set license assigned. If a user with this license doesn't exist, create one before you start.
- From Setup, in the Quick Find box, enter Permission Sets, and then select Permission Sets.
- Open the permission set assigned to your integration user.
- Click System Permissions, and then click Edit.
- Select Manage Financial Services Standard Objects via Integration User, and save your changes.
- Click Object Settings.
- Click the Financial Services Cloud object that you want the integration user to access.
- Click Edit, enable the Read, Create, Edit, Delete, View All, and View All Fields permissions that the integration user requires, and save your changes.
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Repeat steps 6 and 7 for each object that the integration user needs access.
These Financial Services Cloud standard objects are supported:
Object API Name Financial Account FinancialAccount Financial Account Address FinancialAccountAddress Financial Account Balance FinancialAccountBalance Financial Account Fee FinancialAccountFee Financial Account Party FinancialAccountParty Financial Account Party Financial Asset FinclAcctPtyFinclAsset Financial Account Statement FinancialAccountStatement Financial Account Transaction FinancialAccountTransaction Financial Asset Portfolio Target Allocation FinAssetPortfolioTgtAlloc Financial Security FinancialSecurity Issued Card IssuedCard Party Financial Asset more Owner PartyFinclAssetAddlOwner Party Financial Liability PartyFinancialLiability Party Financial Liability Additional Borrower PartyFinclLiabAddlBrwr
Your integration user can read and update Financial Account and related Financial Services Cloud data through the API.
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