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Set Up Guest User Access for the Vlocity Package
Allow unauthenticated users to create and price quotes using the Vlocity package by assigning the necessary permission set licenses, permission sets, and object-level read access.
Assign Permissions to the Guest User Profile
Provide guest users with appropriate permission set licenses and permission sets based on your package (FSC or Health Cloud).
- In Setup, enter digital experiences in the Quick Find box and select All Sites.
- Next to the site that you want to access, click Builder.
- In Experience Builder, click the General Settings icon and select General.
- Under Guest User Profile, click the profile name.
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Assign these permission set licenses.
- For Financial Services Cloud (FSC) users, assign Insurance Policy Administration Full Edition Package.
- For Health Cloud users, assign Health Individual Sales and Administration Package.
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Assign these permission sets to the guest user.
- For both Financial Services Cloud (FSC) and Health Cloud users, assign Rule Engine Runtime, Insurance Self Quoting, Insurance View Quote, and OmniStudio User RO.
- For Financial Services Cloud (FSC) users, assign Insurance Policy Admin Quoting Package.
- For Health Cloud users, assign Health Individual Sales and Administration Package.
Create and Assign a Custom Permission Set to the Guest User Profile
Provide read-only access to required objects and fields by creating a custom permission set and assigning it to the guest user.
- From Setup, in the Quick Find box, find and select Permission Sets.
- Click New to create a new permission set.
- Provide a label to your permission set and click Save.
- In the Permission Set Overview, click Object Settings.
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Grant read access in Object Permissions and Field Permissions for these objects:
Object Name api name Accounts Account Contacts Contact Opportunities Opportunity Price Books Pricebook2 Products Product2 Quotes Quote Vlocity Attributes vlocity_ins__Attribute__c Vlocity Attribute Assignment Rules vlocity_ins__AttributeAssignmentRule__c Vlocity Attribute Categories vlocity_ins__AttributeCategory__c ProductAttributes vlocity_ins__CachedPriceBookEntryAttributeValue__c Vlocity Calculation Matrices vlocity_ins__CalculationMatrix__c Vlocity Calculation Matrix Columns vlocity_ins__CalculationMatrixColumn__c Vlocity Calculation Matrix Dimensions vlocity_ins__CalculationMatrixDimension__c Vlocity Calculation Matrix Rows vlocity_ins__CalculationMatrixRow__c Vlocity Calculation Matrix Versions vlocity_ins__CalculationMatrixVersion__c Vlocity Calculation Procedures vlocity_ins__CalculationProcedure__c Vlocity Calculation Procedure Step vlocity_ins__CalculationProcedureStep__c Vlocity Calculation Procedure Variables vlocity_ins__CalculationProcedureVariable__c Vlocity Calculation Procedure Versions vlocity_ins__CalculationProcedureVersion__c Vlocity Data Mapper Bundles vlocity_ins__DRBundle__c Vlocity Data Mapper Map Items vlocity_ins__DRMapItem__c Product Attribute Interface vlocity_ins__Interface_ProductAttribute__c Vlocity OmniScripts vlocity_ins__OmniScript__c Vlocity OmniScript Compiled Definitions vlocity_ins__OmniScriptDefinition__c Saved OmniScripts vlocity_ins__OmniScriptInstance__c Product Override Definitions vlocity_ins__OverrideDefinition__c Taxes and Fees vlocity_ins__PriceList__c Product Taxes and Fees vlocity_ins__PriceListEntry__c ProductAttribXNs vlocity_ins__ProductAttribXN__c Product Child Items vlocity_ins__ProductChildItem__c Product Relationships vlocity_ins__ProductRelationship__c Product Relationship Types vlocity_ins__ProductRelationshipType__c Product Requirements vlocity_ins__ProductRequirement__c Quote Line Item Pricing Adjustments vlocity_ins__QuoteLineItemPricingAdjustment__c -
Assign the new permission set to the guest user.
Avoid granting access to insurance policy or claim objects to ensure guest users can't create policies or claims.
Configure Guest User Sharing Settings
Grant record-level access to guest users by configuring guest user sharing settings.
- From Setup, in the Quick Find box, find and select Sharing Settings.
- To grant record-level access for the selected objects, define guest user sharing settings.
- Grant read-only access level for the Attribute Assignment and Compiled Attribute Override objects.
- Save your changes.
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