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            Salesforce ヘルプ全体を検索
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            Create Users

            You are here:

            1. Salesforce Help
            2. Docs
            3. Financial Services Cloud Managed Package Installation Guide

            Create Users

            Create users and assign them the required permissions so that they can access Financial Services Cloud.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions
            1. Create a user.
              1. From Setup, enter Users in the Quick Find box, and then select Users.
              2. Create a user. Assign it the Salesforce user license and the Advisor, Personal Banker, or Relationship Manager profile.
              3. Save your changes.
            2. Assign permission sets.
              1. Click Permission Set Assignments, and then click Edit Assignments.
              2. Under Available Permission Sets, choose the permission sets and click Add.
              3. For users with the Personal Banker profile, add the Financial Services Cloud Standard and Personal Banker Access permission sets.
              4. For users with the Advisor profile, add the Financial Services Cloud Standard and Advisor Access permission sets.
              5. For users with the Relationship Manager profile, add the Financial Services Cloud Standard and Relationship Manager Access permission sets.
              6. Save your changes.
             
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            Salesforce Help | Article