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            Set Object Field Permissions for the Personal Banker Profile (Managed Package)

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            3. Financial Services Cloud Admin Guide

            Set Object Field Permissions for the Personal Banker Profile (Managed Package)

            Give your personal banker users appropriate access to Account and Contact fields.

            Required Editions

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

            Managed Package Icon This is a Financial Services Cloud managed package feature.

            1. From Setup, in the Quick Find box, enter Profiles, and then select Profiles.
            2. Click the Personal Banker profile name.
            3. Assign the required field-level access for the Account object.
              1. Under Standard Field-Level Security in the Field-Level Security section, click View next to Account.
              2. For each Account field in the Object Field Permissions table, enable the listed Read Access and Edit Access.
            4. Save your changes.
            5. Assign the required field-level access for the Contact object.
              1. Under Standard Field-Level Security in the Field-Level Security section, click View next to Contact.
              2. For each Contact field in the Object Field Permissions table, enable the listed Read Access and Edit Access.
            6. Save your changes.
              Object Field Permissions
              Object Field Name Read Access Edit Access
              Account External Referrer check mark check mark
              Account Individual Type check mark
              Account Internal Referrer check mark check mark
              Account Last Transaction Date check mark  
              Account Last Transaction Date - Joint Owner check mark check mark
              Account Last Transaction Date - Primary Owner check mark check mark
              Account Number of Fin. Accounts - Joint Owner check mark check mark
              Account Number of Fin. Accounts - Primary Owner check mark check mark
              Account Total Number of Financial Accounts check mark  
              Account Total Outstanding Credit check mark  
              Account Total Outstanding Credit - Joint Owner check mark check mark
              Account Total Outstanding Credit - Primary Owner check mark check mark
              Account Total Revenue check mark check mark
              Contact Customer Timezone check mark check mark
              Contact Email Verified check mark check mark
              Contact External Referrer check mark check mark
              Contact Internal Referrer check mark check mark
              Contact Marketing Opt-Out check mark check mark
              Contact Referrer Score check mark
             
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