Update the Financial Services For Customer Community Plus Login Permission Set
Create and update the object permissions for the Digital Lending Financial Services for Customer Community Plus permission set.
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 Permission Sets, and then select Permission Sets.
- Click Clone next to a permission set for Customer Community Plus Login.
-
Enter a label for your permission set.
Such as Digital Lending FSC 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 Permission Sets list, click the name of the permission set you just created to edit it.
- Click Object Settings, and then click Edit.
-
Update the object permissions, and then save your changes.
Objects with parent child relationship inherit access from the parent object.
Object Access level Accounts Read, Create, Edit Applicants Read, Create, Edit, Delete Application Action Items Read Edit Application Form Participants Inherits Access from Application Form Application Form Product Fees Read Application Form Product Participants Inherits Access from Application Form Product Application Form Product Proposals Read, Create, Edit, Delete Application Form Products Read, Create, Edit Application Forms Read, Create, Edit Application Form Seller Items Read, Create, Edit, Delete Application Usage Assignments Read, Create Authorization Form Read Authorization Form Consent Read, Create, Edit Authorization Form Data Read Authorization Form Text Read Data Use Purpose Read Index Rates Read Info Authorization Request Read, Create, Edit Info Auth Request Form Read, Create, Edit Multiparty Info Authorization Form Read, Create, Edit Party Credit Profiles Read, Create Party Profile Participant Inherits Access from Party Profile Party Expenses Read, Create, Edit, Delete Party Financial Asset Additional Owners Read, Create, Edit, Delete Party Financial Asset Liens Read, Create, Edit, Delete Party Financial Assets Read, Create, Edit, Delete Party Financial Liabilities Read, Create, Edit, Delete Party Financial Liability Additional Borrowers Read, Create, Edit, Delete Party Incomes Read, Create, Edit, Delete Payment Mandates Read, Create, Edit, Delete Product Fees Read Product List Rates Read
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