Update the Customer Community Plus Login Profile
Create and update the object permissions for the Digital Lending Customer Community Plus profile.
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 Experience Cloud for Digital Lending: | Rule Engine Designer AND OmniStudio Admin AND Compliant Data Sharing Manager AND Document Checklist AND Product Catalog Management Designer AND Product Discovery Admin AND Salesforce Pricing Admin AND Salesforce Pricing Design Time User |
| To use Experience Cloud for Digital Lending: | OmniStudio User AND Rule Engine Runtime AND Product Catalog Management Viewer AND Product Discovery User AND Salesforce Pricing Runtime User |
Update the object permissions and field access. Use the table as a guide, and update permissions that meet the needs of your business.
- From Setup, in the Quick Find box, enter Profile, and then click Profile.
- Click Clone next to a permission set for Customer Community Plus Login.
- Enter a label for your permission set, such as Digital Lending for Customer Community Plus Login.
- Clear the API name field and then tab to the next field, so the API name fills in automatically.
- (Optional) Change the Description field if desired.
- Click Save.
- In the Profile list, click the name of the profile, and click Edit.
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In the Administrative Permissions section, select:
- Context Service Run time user
- Salesforce Pricing: Run time user
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In the General User Permissions section, select:
- Allow access to Product Discovery
- Enables consumers and partners to execute OmniScripts, Data Mappers, and FlexCards through a Community or off platform
- Run Decision Matrices
- Run Decision Tables
- Run Expression Sets
- View Product Catalog via the API for Customer Community User
- View Product Catalog for Customer Community User
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In Standard Object Permissions, update the object permissions and save your changes.
Object Label Permission Attributes Based Adjustment Rules Read Attribute Based Adjustments Read Attribute Categories Read Attribute Category Attributes Read Attribute Definitions Read Attribute Picklist Excluded Values Read Attribute Picklist Values Read Attribute Picklists Read Authorization Form Consents Read, Create, Edit Authorization Form Data Uses Read Authorization Form Texts Read Authorization Forms Read Calculation Procedures Read Calculation Procedure Steps Read Calculation Procedure Versions Read Catalogs Read Categories Read Data Use Purposes Read Decision Matrices Read Decision Matrix Columns Read Decision Matrix Column Ranges Read Decision Matrix Rows Read Decision Matrix Versions Read Document Checklist Items Read, Create, Edit, Delete Document Generation Processes Read, Create Expression Sets Read Expression Set Step Relationships Read Expression Set Versions Read Info Authorization Requests Read, Create, Edit Multiparty Information Authorization Request Read, Create, Edit Omni Data Transformations Read Omni Data Transformation Items Read Omni Electronic Signature Templates Read Omni Processes Read Omni Process Compilations Read Omni Process Elements Read Omni Process Transient Data Read Omni UI Cards Read OmniScript Saved Sessions Read Party Consents Read, Create, Edit Party Identity Verifications Read, Create, Edit Party Identify Verification Steps Read, Create, Edit Party Incomes Read, Create, Edit Party Profiles Read, Create, Edit Party Profile Addresses Read, Create, Edit, Delete Party Profile Risks Read, Create, Edit, Delete Person Employment Read, Create, Edit, Delete Price Adjustment Schedules Read Price Adjustment Tiers Read Products Read Product Attribute Definitions Read Product Category Disqualifications Read Product Category Product Read Product Category Qualification Read Product Classification Read Product Classification Attribute Read Product Component Group Read Product Component Group Override Read Product Disqualification Read Product Qualification Read Product Selling Model Read Product Specification Record Type Read Product Specification Type Read Product Relationship Types Read
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