Assign Object Permissions for Financial Summary Rollup

Enable permissions on the Account Financial Summary object to access financial summary results and periodically refresh them for updates.

Available in: Lightning Experience

Available in: Professional, Enterprise, and Unlimited Editions where Financial Services Cloud is enabled

User Permissions Needed
To assign object permissions:	Modify All Data AND Customize Application

User Permissions Needed

To assign object permissions:

Modify All Data

AND

Customize Application

From Setup, find and select Profiles.
Select a profile.
If you're using the enhanced profile user interface:
1. Click Object Settings.
2. In the Find Settings box, find and select Account Financial Summary.
3. Click Edit.
4. In the Object Permissions section, assign Read and View All permissions to the relationship manager profile.
5. Save your changes.
6. Next to Object Settings, click , and then select System Permissions.
7. Click Edit.
8. Select View Setup and Configuration.
9. Save your changes.
If you're using the original profile user interface:
1. Click Edit.
2. In the Standard Object Permissions section, for Account Financial Summary, assign Read and View All Records permissions to the relationship manager profile.
3. In the Administrative Permissions section, select View Setup and Configuration.
4. Save your changes.

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