Record Alerts are designed to surface actionable notifications directly in the context of client and financial records. They can represent information maintained in Salesforce or supplied by external banking systems and can be displayed through OmniStudio-based components. Consequently, the access model spans both Agentforce Financial Services permissions and OmniStudio runtime capabilities.
The Financial Services Cloud Foundations permission set supplies access to common Financial Services capabilities and the underlying objects required by features such as Record Alerts. The Financial Services Cloud Standard permission model provides access to standard Financial Services functionality and components used by licensed Financial Services users. The OmniStudio User permission set extends runtime access to the OmniStudio capabilities used by Financial Services implementations, including the components through which alerts can be surfaced.
Salesforce separates ordinary feature consumption from administrative design responsibilities. OmniStudio administrative permissions are associated with configuration and management of artifacts such as FlexCards and Integration Procedures rather than representing the ordinary Financial Services end-user permission layer tested by this question. Record Alerts themselves support alert severity, categories, snoozing, dismissal, external-system data, and hierarchical presentation of related alerts.
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