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Agentforce Education
Set Field-Level Security for Portal Users

Set Field-Level Security for Portal Users

Create a permission set that gives portal users read and edit access to the fields that they need to book appointments.

Required Editions
Available in: Lightning Experience
Available in: Enterprise, Performance, Unlimited, and Developer Editions with Education Cloud
User Permissions Needed  
To set field-level security access: Education Cloud Full Access

Before you begin, make sure that you turn on Salesforce Scheduler.

  1. Create a custom permission set for portal users.
  2. In your new permission set, click Object Settings.
  3. Click Skill Requirements.
  4. Click Edit and select read access for Skill Level.
  5. Save your changes.
  6. Similarly, provide access to these fields:
    Object Field Access Type
    Account Operating Hours Read
    Assigned Resource Required Resource Edit
    Service Appointment
    • Address
    • Appointment Type
    • Arrival Window End Time
    • Arrival Window Start Time
    • Contact
    Edit
    Service Appointment
    • Actual End Time
    • Actual Start Time
    Read
    Service Resource Skill
    • Effective End Date
    • Skill Level
    Read
    Service Territory Address Read
    Service Territory Member
    • Effective End Date
    • Operating Hours
    Read
    Success Team Resource Assignment Type Read
    Work Type
    • Block Time After Appointment
    • Block Time After Unit
    • Block Time Before Appointment
    • Block Time Before Unit
    • Operating Hours
    • Timeframe End
    • Timeframe End Unit
    • Time Frame Start
    • Time Frame Start Unit
    Read
    Work Type Group Additional Information Read
 
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