Loading
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
            Configure Agent User Permissions for Agentforce Banking Service Customer Assistance

            You are here:

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

            Configure Agent User Permissions for Agentforce Banking Service Customer Assistance

            Give your agent the access it needs to handle banking service requests by assigning the required permission sets, object permissions, and field-level security.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions
            User Permissions Needed
            To assign permission sets:

            Assign Permission Sets

            AND

            View Setup and Configuration
            To set field-level security:

            Manage Profiles and Permission Sets

            AND

            Customize Application
            1. Assign permission set licenses.
              1. From Setup, in the Quick Find box, enter Users, and then select Users.
              2. Find and select the EinsteinServiceAgent User record.
              3. Confirm the assigned user license is Einstein Agent and that the assigned profile is Einstein Agent User.
              4. Scroll down to the Permission Set Assignments section, and then click Edit Assignments.
              5. Under Available Permission Sets, select FSC Service, Industry Service Excellence, Omnistudio User, and Rule Engine Runtime permission sets, and then click Add.
              6. Save your changes.
            2. Assign object permissions.
              1. From Setup, in the Quick Find box, enter Profiles, and then select Profiles.
              2. Find the Einstein Agent User profile, and click Clone.
              3. Enter a name for the cloned profile, and click Save.
              4. Select your cloned profile, and click Edit.
              5. Under Standard Object Permissions, locate these objects and assign the Read, Create, Edit, and View All Records permissions.
                OBJECT
                • Financial Account
                • Financial Account Party
                • Financial Account Transaction
                • Financial Account Balance
                • OmniProcess
                • OmniDataTransform
                • Expression Set
                • Case
                • Account
                • Contact
                • Service Catalog Request
                • Dispute
                • DisputeItem
                • Fund Transfer Request
              6. Save your changes.
              7. From Setup, go to Users, select the agent user record, click Edit, and assign the cloned profile to the EinsteinServiceAgent user.
            3. Configure field-level security for the Type field and the SubType field on the OmniProcess object.
              1. In Setup, go to Object Manager.
              2. In the Quick Find box, enter OmniProcess, and then select OmniProcess.
              3. Select Fields & Relationships.
              4. Select Type, and click Set Field-Level Security.
              5. Select Visible and deselect Read-Only for the profiles.
              6. Similarly, update field-level security for the SubType field on the OmniProcess object.
              7. Save your changes.
             
            Loading
            Salesforce Help | Article