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Set Up Product Configurator

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Set Up Product Configurator

Grant users access to the Product Configurator features.

Required Editions

Available in: Lightning Experience
Available in: Developer, Enterprise, and Unlimited Editions of Revenue Cloud where Product Configurator is enabled
User Permissions Needed
To enable the product configurator: Product Configuration User
  1. Turn on Product Configurator.
    Enable Product Configurator before providing access to its features and managing user permissions.
  2. Understand Product Configurator permission set licenses.
    You can manage Product Configurator functionality easily and securely by using permission set licenses. Permissions are added for specific user personas to complete the work that's assigned to their role.
  3. Understand user permissions for Product Configurator.
    User permissions specify which tasks users can perform and which features users can access.
 
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