In Overview of Salesforce Financial Services cloud – Mortgage Banking Technology | Origination Strategy Consulting (takefiveconsulting.com), we have discussed an overview of Salesforce Financial Services Cloud. In this article, we will learn about how to set up user and borrower access in Salesforce financial services cloud.
Considerations for setting up user and borrower access to mortgage features
- License: Financial Services Cloud includes a Mortgage license and a Document Checklist license. However, mortgage users require varying levels of access to both mortgage and document checklist objects. This ensures that each user has the appropriate s to perform their specific tasks efficiently within the platform.
- Permission sets: Salesforce admin then creates permission sets to assign necessary object and feature permissions to different mortgage users like Loan officers and mortgage underwriters. Loan officers will be assigned a permission set to access the mortgage and document checklist features. The permission set also grants access to mortgage and document checklist objects and other system permissions. Mortgage underwriters will be given a permission set to get access to mortgage and document checklist features. The permissions set also grants access to mortgage and document checklist objects.
- Profile: Standard user profile will be cloned to create a Loan Officer profile and an Underwriter profile. Profiles can be assigned to appropriate users.
- Account sharing: Use sharing settings to control user access to mortgage records using an account sharing model. This can include an account team, sharing rules, or a role hierarchy.
- Customize the Residential loan application layout: The page layout of the Residential loan application object is updated to add relevant objects as related lists.
- Roles: Like profiles, create separate roles and assign them to loan officers and underwriters.
- Actions and Recommendations List: Add the prebuilt flows in the FSC like Lender Loan Information flow, Borrower Information flow and Assets and Liabilities flow to the Actions and Recommendations List.
- Community user profile: Create a Community user profile with access to mortgage objects and document checklist items for borrowers. Later assign the Borrower Profile to the Experience Cloud Site which is the centralized platform for the borrower and lender to interact.
- Update the experience cloud site with the Record list items Residential loan Application and Document checklist items.
- Update the site with mortgage flows like Borrower flow, Assets and liabilities flow and other mortgage flows. Make sure to enable ‘Pass record ID into this variable’.
We have so far discussed the various considerations on how to set up set up user and borrower access in Salesforce financial services cloud. To know more, click Financial Services Cloud: Best Financial Services CRM – Salesforce.com US
Take Five Consulting is a technology company, based in Virginia U.S., that specializes in the Mortgage Banking vertical especially LOS implementation and application development. Take Five Consulting creates and implement mortgage technology and software specifically for Mortgage Industry.
