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Create a Community User Profile for Action Plan Access
Create a customer or partner community profile with necessary object permissions to give site users access to action plans and action plan templates.
Required Editions
| Available in: Lightning Experience |
| Available in: Automotive Cloud, Consumer Goods Cloud, Education Cloud, Financial Services Cloud, Government Cloud with Lightning Scheduler, Health Cloud, Manufacturing Cloud, Nonprofit Cloud, and Public Sector Solutions. View edition availability. |
| User Permissions Needed | |
|---|---|
| To create profiles: | Manage Profiles and Permission Sets |
Note Salesforce offers two ways to work with profiles: the enhanced
profile user interface and the original profile user interface. You can switch between the
two in Setup. Search for and select User Management Settings, and
then turn on or turn off Enhanced Profile User Interface. These instructions are for the
enhanced profile user interface.
- From Setup, in the Quick Find box, enter Profiles, then select Profiles.
-
On the Profiles page, next to a customer or partner community profile, click
Clone.
Your Experience Cloud license determines which community profiles are available in your org.
- Enter a name for the cloned profile and save it.
- In the object settings for the profile, assign the appropriate level of Create-Read-Update-Delete (CRUD) access for Action Plans, Action Plan Templates, and Document Checklist Items.
- Save your changes.
To check if your site requires additional object or system permissions on the community user profile, check your cloud's documentation, and edit the profile as necessary. For instructions on editing the profile, see Profiles. For instructions on assigning the profile, see Add Members to Your Experience Cloud Site or see your cloud's documentation for instructions on how to enable customer or partner users on your site.
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