Editions and Permissions for Financial Summary Rollup
Review the supported editions and permissions for Financial Summary
Rollup.
Required Editions
Available in: Lightning Experience
Available in: Professional, Enterprise, and Unlimited Editions
where Financial Services Cloud is enabled
Financial Summary Rollup Permissions
Financial Summary Rollup is included in these permission sets, and Salesforce admins, an
integration user, and other users need one of these permission sets:
Financial Services Cloud Extension
Financial Services Cloud Foundations
FSC Sales
FSC Service
FSC Sales for European Union Operating Zone
FSC Service for European Union Operating Zone
Financial Service Cloud EUOZ
Other Required Permissions
Salesforce admins need the Data Pipelines Base User permission set to clone and customize Data
Processing Engine definitions. You also need this permission set to create and run
schedule-triggered
flows.
Custom Permissions
To customize this feature, say by adding fields, you must create a custom permission set.
To remove user permissions from the default permission set, create a
muting permission set. Then, use permission set groups to assign users the default
permission set in addition to your custom permission sets. This approach is an alternative
to cloning permission sets and makes sure that users always have the latest default
permissions.
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