Loading
Feature Disruption - Service Cloud VoiceRead More
Feature degradation | Gmail Email delivery failureRead More
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Create and Assign a Loan Officer Permission Set

            You are here:

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

            Create and Assign a Loan Officer Permission Set

            Create a permission set to give loan officers access to mortgage and document checklist features. The permissions set also grants access to mortgage and document checklist objects and other system permissions.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions
            1. From Setup, in the Quick Find box, enter Permission Sets, and then select Permission Sets.
            2. On the Permission Sets Setup page, click New.
            3. Name the permission set Loan Officer, set License to None, and then click Save.
            4. On the Loan Officer Permission Set page, under Apps, click App Permissions, and click Edit.
            5. Under Call Center, enable Manage Customer Users, and save.
            6. In the drop-down list to the right of App Permissions, select System Permissions and then click Edit.
            7. Under System, enable Run Flows, User license to access mortgage in Financial Services Cloud, and User license to access the Document Checklist features.
            8. In the drop-down list to the right of System Permissions, select Object Settings.
            9. In the Find Settings box, enter Document Checklist Items, click Document Checklist Items, and then click Edit.
            10. Enable Read, Create, Edit, and Delete and click Save.
            11. Repeat steps 11 and 12 for the remaining mortgage objects.
              • Loan Applicant Addresses
              • Loan Applicant Assets
              • Loan Applicant Declarations
              • Loan Applicant Employments
              • Loan Applicant Incomes
              • Loan Applicant Liabilities
              • Loan Applicants
              • Loan Application Assets
              • Loan Application Financials
              • Loan Application Liabilities
              • Loan Application Properties
              • Loan Application Title Holders
              • Residential Loan Applications
            12. On the Loan Officer Permission Set page, click Manage Assignments, and then click Add Assignments.
            13. Select the users you want to assign the loan officer permission set to and click Assign, and then click Done.
             
            Loading
            Salesforce Help | Article