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            Assign Permission Sets

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            3. Health

            Assign Permission Sets

            To make quoting, pricing, product discovery, and related insurance functionality available to users, assign the required permission sets.

            Required Editions

            Available in: Lightning Experience

            Available in: Enterprise and Unlimited Editions with Health Cloud, Digital Insurance, and Agentforce for Health Cloud add-on licenses
            User Permissions Needed
            To assign permissions: Manage Profiles and Permission Sets
            • Price and Tax Calculation for Quoting
            • Product Discovery Admin
            • Product Catalog Management Designer
            • Product Configurator
            • Salesforce Pricing Admin
            • Rate Management Admin
            • Digital Insurance Product Administration Management
            • PlaceOrder API
            • Prompt Template User
            • Prompt Template Manager
            • Health Cloud Foundation
            • Digital Health Insurance
            • Digital Health Insurance AI Agent
             
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            Salesforce Help | Article