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Configure a Customer Experience Cloud Site
The Financial Services Cloud managed package includes Customer Community profiles and a permission set to let you expose account details and financial accounts information to Experience Cloud site users. You can then create custom pages for your site with Experience Builder, so that site users can access Financial Services Cloud information.
Note Customer Community user licenses and profiles are used in Experience Cloud
sites.
Note The Leads and Opportunities components aren’t available in Customer
Community user licenses.
Before you begin, make sure that you have an Experience Cloud site to configure for Financial Services Cloud. Follow these steps to activate Community profiles and the Customer Community Read Only permission set.
- From Setup, enter Digital Experiences in Quick Find, then select All Sites.
- Next to your site name, click Workspaces.
- From Experience Workspaces, click Administration, and then click Members.
- From Search, select Portal.
-
From the Available Profiles list, select one of the following based on your community
user license:
- Client Customer Community
- Client Customer Community Plus
- Client Customer Community Login
- Client Customer Community Plus Login
For Customer Community user license:
- Customer Community
- Customer Community Plus
For Customer Community Login user license:
- Customer Community Login
- Customer Community Plus Login
- Click Add.
- From the Available Permission Sets list, select Customer Community Read Only, and then click Add.
- Save your changes.
- Click Settings, and then click Activate.
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