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Assign User Access for Financial Services Initial Setup

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Assign User Access for Financial Services Initial Setup

After you turn on Financial Services Initial Setup, assign the permission set licenses to the admins and users who set up and use Agentforce Financial Services.

Required Editions

Available in: Lightning Experience
Available in: Enterprise and Unlimited Editions with Agentforce Financial Services
User Permissions Needed
To assign permission set licenses:

Manage Users

AND

Assign Permission Sets

Assign these permission set licenses to your admins and users based on the access each one grants.

Permission Set License Grants
Financial Services Cloud Standard Standard access to Agentforce Financial Services features.
Financial Services Cloud Extension Additional Agentforce Financial Services capabilities.
FSC Service Access to service features.
FSC Sales Access to sales features.
Financial Services Cloud EUOZ Access for EU and Australia operating zones.
  1. From the Setup gear icon, select Salesforce Go, and then search for Financial Services Initial Setup. Or, from the Home page, select Financial Services, and then find it under Get Started.
  2. In the Complete the Required Steps section, find Manage User Access, and then click Manage.
  3. In the Manage Financial Services Initial Setup User Access window, under Assign Permission Sets to Users, select the tab for the permission set license that you want to assign.
  4. Select the users, and then click Assign.
  5. To finish, click Done.
 
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