Loading
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 Deposit Account Origination Permissions

            You are here:

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

            Assign Deposit Account Origination Permissions

            Assign the Digital Lending permission set to all users who need access to Deposit Account Origination. For admin access, clone the Digital Lending permission set and enable the Digital Lending Admin User system permission.

            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
            1. From Setup, in the Quick Find box, enter Users, and then select Permission Sets.
            2. Add the Digital Lending permission set to your user.
            3. For admin access, from Setup, in the Quick Find box, enter Permission Sets, and then clone the Digital Lending permission set added in the previous step.
            4. On the cloned permission set, go to System Permissions and enable Digital Lending Admin User. Assign this permission set to your admin user.

            Assign the following permission sets based on the features your users need.

            Permission Set Description
            Rule Engine Runtime Running business rules and decision logic in the origination flow
            Context Service Runtime Accessing context-aware data during the intake process
            Salesforce Pricing Run Time User Generate and show product offers and interest rates
            Omnistudio User Running Omniscripts and Flexcards in the intake flow
            Product Discovery User Browsing and selecting deposit account products
            Digital Lending Edit Read-Only Party Related Records Editing party-related records such as Party Profile and Party Income
            Product Catalog Management Viewer Viewing the product catalog for offer configuration
            Stage Management User Tracking and transitioning application stages during origination
             
            Loading
            Salesforce Help | Article