Update Object Permissions for Application Action Items
Enable object permissions. For each object, update the field access to suit your use case.
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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Update the object permissions.
- In Setup, in the Quick Find box, enter Profiles, and then select Profiles.
- Click a profile, and then click Edit.
- In Standard Object Permissions, update the object permissions using the details in the table.
- Then save your changes.
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Update the field access.
- In Setup, click Object Manager.
- Select Account, and then click Fields & Relationships.
- Click a field.
- Click Set Field-Level Security.
- Select Visible for profiles that need access to application action items.
- Save your changes.
- Similarly, update the access for fields on Application Form, Application Form Product, Applicant, Application Action Item, Application Form Participant, and Application Form Proposal.
Object Label Permission Account Read Application Form Read Application Form Product Read, Edit Applicant Read Application Action Item Read, Create, Edit Application Form Participant Read, Create, Edit Application Form Product Proposal Read, Edit
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