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Assign Permissions and Set Up Pricing for Digital Origination for Lending

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Assign Permissions and Set Up Pricing for Digital Origination for Lending

Assign the Digital Lending, Salesforce Pricing, and Business Rules Engine permissions.

Required Editions

Available in: Lightning Experience
Available in: Professional, Enterprise, and Unlimited Editions
User Permissions Needed
To set up Digital Origination for Lending:

Digital Lending permission set
To create, read, update, and delete all design time pricing objects: Salesforce Pricing Design Time
To grant read access for all run-time pricing features: Salesforce Pricing Run Time
To use Business Rules Engine: Rule Engine Designer
To run Business Rules Engine: Rule Engine User
  1. Assign the Digital Lending permission sets to the users.
    1. From Setup, in the Quick Find box, enter Permission Sets, and then click Permission Sets.
    2. Select the Digital Lending permission set.
    3. Click Manage Assignments, and then click Add Assignments.
    4. Select each user who uses the feature, and then click Assign.
  2. Turn On Salesforce Pricing.
  3. Complete the steps in Discover and Explore.
  4. Complete the steps in Salesforce Pricing Setup.
  5. Complete the steps to Set Up Business Rules Engine
 
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