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Add Commercial Banker Users and Assign Permission Sets (Managed Package)

Add Commercial Banker users and assign them the Relationship Manager 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 where Financial Services Cloud is enabled

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 Relationship Manager 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 Relationship Manager Access permission sets to Enabled Permission Sets.
  6. Save your changes.

    You can use subsets of the Commercial Banking features for other users, such as lending assistance. See the Agentforce Financial Services Administrator Guide for details on how to set up these users.