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            Set Up a Sharing Set for Complaint Intake

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            3. Financial Services Cloud Admin Guide

            Set Up a Sharing Set for Complaint Intake

            Give your Financial Services Client Portal users access to records using sharing sets. A sharing set grants portal users access to a record associated with an account or contact that matches the user’s account or contact. You can grant access to records through access mapping, which defines access for each object in the sharing set.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions where Financial Services Cloud is enabled
            User Permissions Needed
            To create or update sharing sets: Customize Application
            1. From Setup, in the Quick Find box, enter Digital Experiences, and then select Settings.
            2. In the Sharing Sets related list, click New to create a sharing set.
            3. Enter a label for the sharing set.
            4. In the Select Profiles section, select your cloned community user profile and click Add.
            5. Under Select Objects, select Account-Account Relationship, Case, Financial Account, Public Complaint, and User objects and click Add.
            6. In the Configure Access section, configure access for the selected profile and objects.
              1. Next to Account-Account Relationship, click Set Up.
              2. For User, select Account, for Target Account-Account Relationship, select Owner.Account, and for Access Level, select Read Only.
              3. Click Update.
              4. Next to Case, click Set Up.
              5. For User, select Account, for Target Case, select Owner.Account, and for Access Level, select Read/Write.
              6. Click Update.
              7. Next to Financial Account, click Set Up.
              8. For User, select Account, for Target Financial Account, select FinServ__PrimaryOwner__c, and for Access Level, select Read Only.
              9. Click Update.
              10. Next to Public Complaint, click Set Up.
              11. For User, select Account, for Target Public Complaint, select Account, and for Access Level, select Read Only.
              12. Click Update.
              13. Next to User, click Set Up.
              14. For User, select Account, for Target User, select Account, and for Access Level, select Read Only.
              15. Click Update.
            7. Save your changes.
              Note
              Note When a customer community user launches the complaint intake process from the Financial Services Client Portal, only the accounts and financial accounts for which the user is a primary owner are shown.

            See Also

             
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