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            Enable Financial Account and Related Standard Objects in a Self-Service Portal

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

            Enable Financial Account and Related Standard Objects in a Self-Service Portal

            Your Experience Cloud users can launch the Financial Account and related standard objects directly from a self-service portal, such as the Financial Services Client Portal.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions
            User Permissions Needed
            To create profiles: Manage Profiles and Permission Sets
            To create a Financial Services Client Portal:

            Create and Set Up Experiences

            AND

            View Setup and Configuration
            To customize a Financial Services Client Portal:

            Be a member of the portal AND Create and Set Up Experiences

            OR

            Be a member of the portal AND View Setup and Configuration AND an experience admin, publisher, or builder in that portal

            Create and configure the Digital Experience site, and make the Financial Account and related standard objects available to your portal users.

            Create a Customer Community User Profile

            To control access to Financial Services Cloud features, create a profile for portal users with the appropriate permissions by cloning a community user profile.

            1. From Setup, in the Quick Find box, enter Profiles, and then select Profiles.
            2. Locate the user profile that maps to your customer community license, and click Clone.
            3. Enter a name for the cloned profile, and save your changes.
              For example, Banking Customer Community User
            4. On the Profile Edit page, click Edit.
            5. Configure the required permissions for these objects:
              • Account
              • Contact
              • FinancialAccount
              • FinancialAccountParty
              • FinancialAccountBalance
              • FinancialAccountAddress
              • FinancialAccountStatement
              • FinancialAccountTransaction
              • FinancialAccountFee
              • PartyFinancialAsset
              • PartyFinclAssetAddlOwner
              • FinclAcctPtyFinclAsset
              • PartyFinancialLiability
              • PartyFinclLiabAddlBrwr
              • IssuedCard
              • FinancialSecurity
              Important
              Important For the Account and Contact objects, you can assign only the Read permission.
            6. Save your changes.

            Create a Customer Community User

            Create a contact and enable the contact as a customer community user.

            1. In the App Launcher, find and select Accounts.
            2. Click New.
            3. Add the required details, and then save the account.
            4. In the App Launcher, find and select Contacts.
            5. Click New.
            6. In Account Name, select the account that you created for your customer community in an earlier step.
            7. Save the contact.
            8. Open the contact that you created, click the dropdown, and select Enable Customer User.
            9. On the New User page, select Customer Community as the user license, and Customer Community User as the profile.
              Note
              Note If you cloned an existing customer community profile, then in the profile field, select the cloned profile name.
            10. Define the other required fields, such as email and nickname.
              Important
              Important If you receive the Portal Account Owner has No Role error message, assign a profile to the owner of the customer community account. Then repeat this procedure.
            11. Save your changes.

            Create and Configure a Digital Experience Site for Experience Cloud Users

            Enable Salesforce Digital Experience, configure a domain name, and then enable standard external profiles. Configure a name and a URL for the digital experience site.

            1. Enable Salesforce Digital Experience for Customer Community User. See Enable Digital Experience.
            2. Create a Digital Experience Site for Customer Community User. See Create a Digital Experience Site.
            3. Configure a Digital Experience Site for Customer Community User. See Configure Digital Experience Site.

            Make the Financial Account and Standard Objects Visible to Your Portal Users

            Configure the navigation menu so that your Experience Cloud users can view the Financial Account and related standard objects.

            1. From Setup, in the Quick Find box, enter Digital Experiences, and then select All Sites.
            2. Next to your Financial Services Client Portal site, click Builder.
            3. To add an object to the navigation menu:
              1. In Experience Builder, click the Settings icon.
              2. In the Settings pane, click Navigation.
              3. Click the arrow next to Default Navigation, and then click Edit.
              4. Click Add Menu Item.
              5. Enter a name for the menu item.
                For example, if you are adding the Financial Account object, then enter the name as Financial Accounts.
              6. In Type, select Salesforce Object, and in Object Type, select Financial Account.
              7. Save your changes.
              Repeat these steps for other objects.
             
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