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            Configure the Digital Lending Experience Cloud Template

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

            Configure the Digital Lending Experience Cloud Template

            Give your clients the ability to apply for loans using self-service digital lending.

            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
            1. From Setup, in the Quick Find box, enter Digital Experiences, and then select All Sites.
            2. Click New.
            3. Select the Financial Services Cloud Sales Portal site.
            4. When you see the new screen, click Get Started and enter the name and URL path.
            5. To build your customer site, click Create twice.
            6. (Optional) You can associate the URL with your primary website URL or create a separate URL.
              When your site is built, you’re redirected to the Experience Cloud Workspace where you can customize the site.

            See Also

             
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