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Create Users in Agentforce Financial Services

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Create Users in Agentforce Financial Services

Create users for Agentforce Financial Services and assign the required permissions using profiles and permission sets.

Required Editions

Available in: Lightning Experience
Available in: Professional, Enterprise, and Unlimited Editions
  1. From Setup, enter Users in Quick Find, then select Users.
  2. Create a user. Assign it the Salesforce user license.
  3. Based on the persona of the user, assign a profile, such as System Admin, Advisor, Personal Banker, or a custom profile.
  4. Save your changes.
  5. Click Permission Set Assignments and then click Edit Assignments.
  6. From Available Permission Sets, add the relevant permission sets to Enabled Permission Sets.
    User Persona Permission Sets to Add
    Admin Financial Services Cloud Standard, Advisor Access, and Personal Banker Access
    Advisor Financial Services Cloud Standard and Advisor Access
    Personal Banker Financial Services Cloud Standard and Personal Banker Access
    Teller Financial Services Cloud Basic and Teller Access
    Note
    Note You can assign custom permission sets to provide more access, as required by the user’s persona. For example, customize Advisor profile permissions to allow advisors to delete financial account role (FAR) records.
  7. Save your changes.
  8. For Enterprise Editions and Unlimited Editions only, proceed with the following steps to assign Client Segmentation app access permissions to Admin user.
    1. From Setup, enter Users in the Quick Find box, and then select Users.
    2. Click the username with the System Administrator profile.
    3. Click Permission Set Assignments, and then click Edit Assignments.
    4. Select the Client Segmentation Admin permission set.
    5. Click Add, then click Save.
  9. For Enterprise Editions and Unlimited Editions only, proceed with the following steps to assign Client Segmentation app access permissions to other users in your organization.
    1. From Setup, enter Users in the Quick Find box, and then select Users.
    2. Click the name of a user who requires access to the Client Segmentation App app.
    3. Click Permission Set Assignments, and then click Edit Assignments.
    4. Select the Client Segmentation Analytics User permission set.
    5. Click Add, then click Save.
    6. Repeat these steps for all users who require access to the Client Segmentation App app.

See Also

 
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