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            Assign Household API Permissions

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            1. Salesforce Help
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            3. Financial Services Cloud Admin Guide

            Assign Household API Permissions

            Confirm that Record Aggregation Access permission is assigned to users.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions
            User Permissions Needed
            To configure Household API Setup:

            Financial Services Cloud Extensions

            Record Aggregation Access permission is automatically enabled in the Financial Services Cloud Extensions permission sets. Assign a permission set to users who configure Household API Setup or create and assign a permission set that contains only Record Aggregation Access permission.

            1. Create a permission set with the Record Aggregation Access permission enabled.
              1. From Setup, in the Quick Find box, enter Permission Sets, and then click Permission Sets.
              2. Click Clone next to a permission set that contains Financial Services Cloud Extensions.
              3. Enter a label for your permission set, such as FSC Record Aggregation Access.
              4. Clear the API name field and then tab to the next field, so the API name fills in automatically.
              5. (Optional) Change the Description field if desired.
              6. (Optional) Change the Description field if desired.
              7. (Optional) Change the Description field if desired.
              8. Click Save.
              9. In the Permission Sets list, click the name of the permission set you just created to edit it.
              10. Click System Permissions and then click Edit.
              11. Enable the permission Record Aggregation Access and click Save.
            2. Assign the new permission set to users.
              1. From Setup, in the Quick Find box, enter Permission Sets, and then click Permission Sets.
              2. Click the name of the permission set that you created earlier, such as FSC Record Aggregation Access.
              3. Click Manage Assignments, and then click Add Assignments.
              4. Select the checkbox for each user who uses the features, and then click Assign.
             
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