Configure Sharing Settings for Business Deposit Account Intake
Configure object-level sharing settings so internal and external (Experience Cloud) users can access the records required by the business deposit account intake flow. Set the following entities to read access for both internal and external users.
Required Editions
Available in: Lightning Experience Available in: Professional, Enterprise, and Unlimited Editions |
Note This sharing-settings step is specific to the business flow, where Compliant
Data Sharing controls access to party and product records across internal bankers and
external portal users.
Set the entities to Read access for both internal and external users:
| Entity | Internal | External |
|---|---|---|
| Attribute Category | Read | Read |
| Attribute Category Attribute | Read | Read |
| Attribute Definition | Read | Read |
| Attribute Picklist | Read | Read |
| Authorization Form | Read | Read |
| Authorization Form Consent | Read | Read |
| Authorization Form Data Use | Read | Read |
| Catalog | Read | Read |
| Data Use Purpose | Read | Read |
| Index Rate | Read | Read |
| Omni Data Transformation | Read | Read |
| Omni DataPack | Read | Read |
| Omni Process | Read | Read |
| Omni Process Transient Data | Read | Read |
| Omni UI Card | Read | Read |
| Product | Read | Read |
| Product Attribute Definition | Read | Read |
| Product Classification | Read | Read |
| Product Classification Attribute | Read | Read |
| Product Component Group | Read | Read |
| Product Component Group Override | Read | Read |
| Product Disqualification | Read | Read |
| Product Fee | Read | Read |
| Product List Rate | Read | Read |
| Product Qualification | Read | Read |
| Product Related Component Override | Read | Read |
| Assessment Question | Read | Read |
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