Persona-based user provisioning with profiles and permission sets

Key Takeaway

Give each persona a profile for its baseline settings. Then add two kinds of permission sets: a product permission set (Standard, or Basic for tellers) and a persona access permission set.

Persona-based provisioning means giving each Agentforce Financial Services user access that fits their job, such as admin, advisor, personal banker, or teller. A profile sets the persona's baseline settings. Permission sets add the product access that persona needs. Together, they turn the personas in a project design into working user access.

Profiles and permission sets

Profiles map to personas. Examples include the System Administrator, Advisor, and Personal Banker profiles, or a custom profile. The profile holds the persona's settings, such as field-level security, record type defaults, and user permissions.

Permission sets add the product access the persona needs on top of the profile. Each persona gets two kinds of permission sets. The first is a product permission set, which is either "Standard" or "Basic". The second is a persona access permission set, such as "Advisor Access".

Salesforce Accredited Agentforce Financial Services Professional Study Guide

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Based on the final design for a project, perform the necessary steps for the initial Agentforce Financial Services setup

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Based on the final design for a project, provision users and set up user interfaces and permissions

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Profiles versus permission sets for default settings and access

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Permission set licenses for Agentforce Financial Services users

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Persona-based user provisioning with profiles and permission sets

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Profile record type defaults and field-level security for advisor personas

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Permission set groups and user access policies for persona access at scale

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Omnistudio designer, runtime and site user permissions

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Lightning record pages and apps tailored to financial services personas

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Page layouts and global actions for client and household records

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Given a customer's sharing and security requirements, develop the appropriate Agentforce Financial Services sharing rules to deploy

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Based on the final design for a project, configure the required objects and fields

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Based on the final design for a project, configure all fields needed for integration mapping and configure any integration users

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Based on information gathered from the user story, build reports and dashboards based on the defined Success Criteria

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Based on the final design for a project, understand how and when to leverage Salesforce Automation tools

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Based on the final design for a project, configure Actionable Relationship Center (ARC), Householding, and Rollups

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Based on the final design for the project, configure the Lead object, build any queues, and create assignments

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Persona-based user provisioning with profiles and permission sets

Key Takeaway

Give each persona a profile for its baseline settings. Then add two kinds of permission sets: a product permission set (Standard, or Basic for tellers) and a persona access permission set.