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Add Personal Banker Users for Retail Banking (Managed Package)

Add Personal Banker users and assign them the Personal Banker profile and the related permission sets. Users must have these settings to access Agentforce Financial Services.

Required Editions

Available in: Lightning Experience
Available in: Professional, Enterprise, and Unlimited Editions

Managed Package Icon This is a Financial Services Cloud managed package feature.

  1. From Setup, enter Users in Quick Find, then select Users.
  2. Click New User. Enter the user’s details and assign them the Salesforce user license and then the Personal Banker profile.
  3. Save your changes.
  4. Under Permission Set Assignments, click Edit Assignments.
  5. Under Available Permission Sets, add the Financial Services Cloud Standard and Personal Banker Access permission sets to Enabled Permission Sets.
  6. Save your changes.

    You can use subsets of the Retail Banking features for other users, such as tellers.