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            Create a Sharing Set for Mortgage Records

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            3. Financial Services Cloud Admin Guide

            Create a Sharing Set for Mortgage Records

            Give Experience Cloud site users access to mortgage records using sharing sets. A sharing set grants site users access to any record associated with an account or contact that matches the user’s account or contact. For example, grant site users access to all Residential Loan Application records related to an account that’s identified on the user’s contact records.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions

            Follow the steps in Create a Sharing Set for the mortgage objects that you want to grant access to. You can use sharing sets with these objects:

            • LoanApplicant
            • LoanApplicantDeclaration
            • LoanApplicantEmployment
            • LoanApplicantIncome
            • LoanApplicationAsset
            • LoanApplicationLiability
            • ResidentialLoanApplication
             
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