Assign Permissions for Application Action Items
Assign the Digital Lending, Compliant Data Sharing, and Run Flows permissions.
Required Editions
Available in: Lightning Experience Available in: Professional, Enterprise, and Unlimited Editions |
| User Permissions Needed | |
|---|---|
| To set up Digital Lending: | Digital Lending permission set |
| To configure Compliant Data Sharing: | Configure Compliant Data Sharing |
| To run Compliant Data Sharing: | Use Compliant Data Sharing |
| To run Salesforce Flow: | Run Flows General User Permission |
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Assign Digital Lending permission sets to users.
- From Setup, in the Quick Find box, enter Permission Sets, and then select Permission Sets.
- Click the Digital Lending permission set.
- Click Manage Assignments, and then click Add Assignments.
- Select the users who need access to the feature, and then click Assign.
- Set up Compliant Data Sharing.
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Assign the Run Flows general user permission.
- From Setup, in the Quick Find box, enter Profiles, and then select Profiles.
- Click a profile.
- Click Edit.
- In General User Permissions, select Run Flows.
- Save your changes.
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