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            Assign Agentforce Revenue Management Permission Sets to System Admin

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            Assign Agentforce Revenue Management Permission Sets to System Admin

            Explore the recommended permission sets for system admins and ensure they have the necessary access to perform critical tasks within Salesforce Agentforce Revenue Management.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Unlimited, and Developer Editions of Agentforce Revenue Management
            Note
            Note If you don’t see certain permission sets, you may need to enable the features they are associated with first. For example, Product Configuration Rules Designer and Product Configurator are only available after Configure Products at Runtime is enabled in Revenue Settings.
            Permission Set Name Description
            Accounts Receivables Admin Set up accounting periods and legal entities accounting periods, close legal entities accounting periods and accounting periods, and manage general ledger accounts and general ledger account assignment rules.
            Product Configuration Constraints Designer Create and manage constraint types and rules in Configurator with Constraint Rules Engine.
            Advanced CSV Data Import Gives access to advanced CSV file import features.
            Assetize Order Provides Salesforce Operations Rep access to assetize Orders using the API.
            Billing Admin Configure billing policies, treatments and legal entities, define policies, manage org defaults, and assign user permissions.
            Billing Collections and Recovery Specialist Let users create collection plans and collection plan items for unpaid or partially paid invoices, and collect payment promises for the collection plan items.
            Billing Experience Cloud User Let billing experience cloud users view and download invoices, select a payment method, or add a saved payment method to make payments on outstanding invoice balances.
            Billing Operations User Schedule invoice runs and manage runtime invoicing operations.
            CalculatePrices API Provides Quote and Order Capture Admin, Sales Rep, and Salesforce Operations Rep read-write access to calculate prices for Quotes and Orders using the API, along with access to any related entities.
            CalculateTaxes API Provides Quote and Order Capture Admin, Sales Rep, and Salesforce Operations Rep read-write access to calculate prices for Quotes and Orders using the API, along with access to any related entities.
            Constraint Rules Engine Licenseless Enable the Constraint Rules Engine to access Salesforce standard objects for use in table constraints.
            Context Service Admin Let admins create and manage all context service objects and context definitions.
            Create Billing Schedules From Billing Transactions API Create billing schedules by passing a list of billing transaction IDs and invoking the context-aware billing schedule API.
            Create Orders from Quotes Provides Sales Rep, Salesforce Operations Rep access to create an Order from a Quote using the API.
            CreateContract API Provides Sales Rep, Salesforce Operations Rep access to create Contracts using the API.
            Credit Memo Operations User Create, edit, and monitor credit memos.
            Data Pipelines Base User Let users manage connections, create and run recipes, and monitor jobs in Data Manager.
            DecimalQuantityDesigntime Gives access to Decimal Quantity Feature for design-time users.
            DecimalQuantityRuntime Gives view access to Decimal Quantity Feature for runtime users.
            DRO Admin User Gives access to the Dynamic Revenue Orchestrator app settings and all of its entities. This permission alone doesn't allow a user to submit an order.
            Fulfillment Designer Gives access to all design time entities and interfaces that you require to configure products, decomposition rules, fulfillment plans, and scenarios.
            Fulfillment Manager/Operator Gives access to all run-time entities and interfaces for managing and fulfilling the order.
            Generate Invoices From Billing Schedule API Allows users to generate invoices from the billing schedules using the API.
            InitiateAmendment API Provides Salesforce Operations Rep access to amend Assets using the API.
            InitiateCancellation API Provides Salesforce Operations Rep access to cancel Assets using the API.
            InitiateRenewal API Provides Salesforce Operations Rep access to renew Assets using the API.
            Manage Errors Using Invoice Error Recovery API Allow users to recover failed invoices and their respective billing schedules using the API.
            OmniStudio Admin Allows admin users to configure OmniScripts, DataRaptors, Integration Procedures, and FlexCards. This permission set also provides calculation runtime access.
            Submit Transactions User Allows a user to submit an order and call the invocable submitOrder action, but doesn't give access to any design or fulfillment tasks. If a user with this permission set submits an order, make sure that you name either a DRO Admin User or an Submit Transactions User as the fulfillment user.
            Payment Admin Let payment admins create payment gateway provider and configure payment gateway. They also create and manage payment schedule policies, treatments, distribution methods, and other payment schedule functionalities.
            Payment Operations User Let payment operations users schedule payment runs.
            PlaceOrder API Provides Quote and Order Capture Admin, Sales Rep, Salesforce Operations Rep read-write access to calculate prices for Quotes and Orders using the API, along with access to any related entities.
            Price and Tax Calculation for Quoting Provides Sales Rep read-write access to Quotes using APIs.
            Product Catalog Management Customer Community User Provides customer community users read access to Product Catalog Management objects and APIs, and gives permission to browse products using Product Discovery.
            Product Catalog Management Designer Provides product designers read-write access to Product Catalog Management objects and APIs, and permission to set up Product Discovery and customize the product browsing experience.
            Product Catalog Management Partner Community User Provides partner community users read access to Product Catalog Management objects and APIs, and gives permission to browse products by using Product Discovery.
            Product Catalog Management Viewer Provides Sales Agents read access to Product Catalog Management objects and APIs, and permission to browse products by using Product Discovery.
            Product Configuration Rules Designer Create and manage product configuration rules in Configurator with Business Rules Engine.
            Product Configurator Provides users read-write access to Product Configurator objects.
            ProductAndPriceConfiguration API Provides Quote and Order Capture Admin, Sales Rep, Salesforce Operations Rep read-write access to Quotes, Orders, Assets using API.
            ProductImport API Provides Quote and Order Capture Admin, Sales Rep, Salesforce Operations Rep access to import products using the API.
            Rate Management Admin Allow users to create and manage all Rate Management objects and features.
            Rate Management Design Time User Allow users to create, read, update, and delete access to the records created on Rate Management, such as rate card and rate card entries.
            Rate Management Manager Access the rating procedure feature and all rating elements.
            Rate Management Run Time User Allow users to read rate management data and call Rate Management APIs.
            Rule Engine Designer Permissions include access to run expression sets and lookup tables, access to Business Rules Engine objects, and use of context definition tags as list variables in expression sets.
            Rule Engine Runtime Permissions include access to run expression sets and lookup tables, and read access to Business Rules Engine objects.
            Salesforce Pricing Admin Allow org users to manage the setup pages.
            Salesforce Pricing Design Time User Allow create, read, update, and delete access to all design time objects.
            Salesforce Pricing Manager Allow create, read, and edit access to all pricing objects and features.
            Salesforce Pricing Run Time User Allow read access for all Salesforce Pricing objects.
            Sequential Numbering Admin Create and manage sequencing policies.
            Sequential Numbering Operations User View assigned sequence pattern values.
            Tax Admin Configure the tax engine, establish tax policies, and define tax treatment for billing.
            Usage Design User Gives create, read, update and delete access to all usage design-time objects.
            Usage Management Design Time Allows access to Usage Management design-time features.
            Usage Management Run Time Provides read-only access to all Usage Management objects.
            Use Data Processing Engine Allow users to access the features of Data Processing Engine to transform data that’s available in your Salesforce org.
            Void a Posted Invoice API Allow users to void a Posted Invoice using the API.
            Wallet Management User Allow users to create, read, update, and delete access to all Wallet Management objects and features.
             
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