Omnistudio Post-Upgrade Tasks for Winter '22

This release requires only two post-upgrade tasks: edit the profile and the permission set for Digital Experience users.

1. Edit the profile for Digital Experience users:

   1. From Setup, enter Profile in the Quick Find box, then select Profiles.

   2. Next to the profile for Digital Experience (Community) users, click Edit.

   3. Scroll to the Standard Object Permissions section and check the boxes for Read access to these objects:

      • Omni Electronic Signature Templates

      • Omni Process Transient Data

   4. Scroll to the top of the page and click Save.

2. Edit the permission set for Digital Experience users:

   1. From Setup, enter Perm in the Quick Find box, then select Permission Sets.

   2. Click the name of the permission set for Digital Experience (Community) users.

   3. Click System Permissions, then click Edit.

   4. Check the Enabled box for the permission named Grant users access to Industries Interaction Calculation features.

   5. Click Save. When a prompt appears listing dependent permissions, click Save again.

3. If you are using DocuSign integration in Omnistudio, you must update your DocuSign security configuration to continue using DocuSign. See Integrate DocuSign with Omniscripts .