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            Assign Permissions for Financial Plan, Financial Goal and Related Objects

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            3. Financial Services Cloud Admin Guide

            Assign Permissions for Financial Plan, Financial Goal and Related Objects

            Make sure that users have access to Financial Goal, Financial Plan, and Account objects. You can assign access to Advisor, Personal Banker, or custom profiles.

            Required Editions

            Available in: Lightning Experience

            Available in: Professional, Enterprise, and Unlimited Editions
            User Permissions Needed
            To use financial plans and goals, OmniScript, Data Mappers, FlexCards, and Integration Procedures:

            Financial Services Cloud Extensions OR FSC Sales

            AND

            OmniStudio User OR OmniStudio Admin permissions set
            1. From Setup, in the Quick Find box, enter Profiles, and then select Profiles.
            2. Click Edit for the profile that you want to edit.
            3. In the Custom Tab Settings, select tab visibility for these objects:
              • Financial Goal
              • Financial Plan
              • Account
            4. Under Standard Object Permissions, for Financial Goal, Financial Plan, and Account, select these access levels:
              • Read
              • Create
              • Edit
              • Delete
              • View All Records
              • Modify All Records
            5. Under Custom Object Permissions, select these access levels for Financial Goal, Financial Account, Financial Goal Fundings, Financial Goal Parties, Financial Account Roles, and Account Contact Relation:
              • Read
              • Create
              • Edit
              • Delete
            6. Save your changes.
             
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