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            Enable Compliant Data Sharing Object Settings for Application Form

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            3. Financial Services Cloud Admin Guide

            Enable Compliant Data Sharing Object Settings for Application Form

            Users can add, remove, and edit participants for CRM and Experience Cloud users for Application Forms.

            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
            1. In Setup, in the Quick Find box, enter Compliant Data Sharing, and then select Object Enablement Settings.
            2. For Application Form, turn on Compliant Data Sharing for CRM Users and Compliant Data Sharing for Experience Cloud Users.
             
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            Salesforce Help | Article