Loading
Prepare for Email to Become the Default Login ExperienceRead More
The online Trailblazer Community becomes read-only Oct 30, 2026Read More
Important Advisory: iOS Update Impacting CG Mobile ApplicationRead More
Considerations for Digital Origination Initial Setup

You are here:

  1. Salesforce Help
  2. Docs
  3. Agentforce Financial Services Financial Services

Considerations for Digital Origination Initial Setup

Keep these considerations in mind before setting up Digital Origination Initial Setup.

Required Editions

Available in: Lightning Experience

Available in: Professional, Enterprise, and Unlimited Editions

General Considerations

When you turn on Digital Origination Initial Setup, the automated configuration turns on Digital Originaion, Discovery Framework, and Know Your Customer features, along with related objects required for loan origination.

Permissions

Admins clone and configure the Digital Lending permission set before they assign it to users. The automated setup doesn't create or assign permission sets.

Limitations

Digital Origination Initial Setup doesn't configure Experience Cloud sites, Omniscripts, or integration definitions. Configure these features separately after initial setup completes.

 
Loading
Salesforce Help | Article