Profile record type defaults and field-level security for advisor personas
Key Takeaway
An advisor profile cloned from Standard User needs four record type defaults (Advisor Event, Person Referrals, Opportunity (Wallet Share), Advisor Task), read access to the Type field on Task and Event, and a set of lead, case, report, and dashboard permissions.
Advisors, personal bankers, and relationship managers get access to Agentforce Financial Services features through custom profiles that you clone from the Standard User profile. On each clone, you set the permissions, field-level security, and record type settings that the persona needs. The right settings differ by persona, so the Advisor and Personal Banker profiles aren't configured the same way.
Why you clone Standard User
The Standard User profile doesn't have access to Agentforce Financial Services features. To give advisors, personal bankers, and relationship managers that access, you clone the Standard User profile and customize the clone.
You create one clone per persona and name it for that persona, such as Advisor, Personal Banker, or Relationship Manager. Other personas, such as a Teller or Client Associate, follow the same pattern. Make your edits on the clones, not on the Standard User profile itself, so the Standard User profile stays a clean starting point for each new persona.
After cloning, you configure permissions, field-level security, and record type settings on each persona profile. You also configure the System Administrator profile. You can set up these profiles in Lightning Experience in Professional, Enterprise, and Unlimited Editions.