To set up Digital Origination by using Digital Origination Initial Setup, verify that you have the required permissions.
Available in: Lightning Experience Available in: Professional, Enterprise, and Unlimited Editions |
To turn on Digital Origination Initial Setup, make sure that you have these permissions assigned to you.
| Permission | Use |
|---|---|
| Customize Application | Modify application settings. |
| Manage Users | Create and manage user records. |
| View Setup | View setup pages in Salesforce. |
| Digital Lending Admin User | Turn on Digital Lending Initial Setup |
Digital Origination requires person accounts in Salesforce.
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