Set Up Experience Cloud Sharing for Financial Intermediaries
Secure your partner portal and grant guest access by configuring criteria-based sharing rules for onboarding assets. These rules let unauthenticated guest users interact with Discovery Framework and Omnistudio components, such as registration forms, without compromising security. Target unique developer names to give intermediaries the permissions to start onboarding.
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 |
Show digital lending assets, such as products, categories, and disclosures, to intermediary employees.
Show digital lending assets, such as products, categories, and disclosures, to intermediary employees.
To allow unauthenticated guest users to access the components and data required for the onboarding process, create criteria-based sharing rules.
- From Setup, find and select Sharing Settings.
- From the Manage sharing settings for drop-down list, select the object for which you want to create the rule.
- In the Sharing Rules related list for the object, click New.
- Enter the Label and Rule Name.
- Select Guest user access, based on criteria as the rule type.
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Specify the criteria for the records to be shared:
For Assessment Questions, set the criteria to DeveloperName starting with FSC_INT_.
Similarly, configure the objects and criteria. To determine criteria and access levels for each object for intermediary firms, see the table.
Intermediary Firm Sharing
Object Rule Type Criteria Access Granted Assessment Questions Guest Criteria Based Developer Name starts with FSC_INT_ Read Omni Process Guest Criteria Based Unique name starts with FSCFinclIntrmdy_BrokerFirmBasicInfoOnboarding_multiLanguage Read Omni Data Transformation Guest Criteria Based Unique name starts with FSCFinclIntrmdyCreateApplicationForm OR FSCFinclIntrmdyTransformFormSubmissionResult Read OmniUiCard Guest Criteria Based Unique name starts with FSCFinclIntrmdyFormSubmissionResult Read Intermediary Employees
Object Rule Type Crtieria Access Granted Assessment Questions Criteria Based Developer name starts with FSC_INT_ Read Omni Process Criteria Based Unique name starts with FSCFinclIntrmdy_ Read Omni Data Transformation Criteria Based Unique name starts with FSCFinclIntrmdy Read OmniUiCard Criteria Based Unique name starts with FSCFinclIntrmdy Read Authorization Form Criteria Based Name equals Broker Firm Onboarding OR Name equals Broker Employee Onboarding Read Authorization Form Data Use Criteria Based Name equals Broker Firm Onboarding OR Name equals Broker Employee Onboarding Read Data Use Purpose Criteria Based Name equals Broker Firm Onboarding OR Name equals Broker Employee Onboarding Read - For Select the users to share with, select the guest user profile for your financial intermediary portal.
- Set the Access Level to Read.
- Save your changes.
