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
            Assign Permissions for Account and Party Relationship Group Objects

            You are here:

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

            Assign Permissions for Account and Party Relationship Group Objects

            Confirm that users have access to Account and Party Relationship Group objects.

            Required Editions

            Available in: Professional, Enterprise, and Unlimited Editions
            User Permissions Needed
            To use Income and Expenses for Financial Services Cloud:

            Financial Services Cloud Extension

            AND

            OmniStudio Users

            OR

            OmniStudio Admin
            1. From Setup, in the Quick Find box, enter Profiles, and then select Profiles.
            2. Click Edit for the profile that you want to edit.
            3. In the Custom Tab Settings, select the tab visibility for the objects that you use:
              • Account
              • Party Relationship Group
              • PartyIncome
              • PartyExpense
            4. Under Standard Object Permissions, select the access levels that you use for the Account and Party Relationship Group objects:
              • Read
              • Create
              • Edit
              • Delete
              • View All Records
              • Modify All Records
            5. Save your changes.

            See Also

             
            Loading
            Salesforce Help | Article