You are here:
Personas and Permissions Sets for Transaction Management
Transaction Management offers specific permission sets for different users involved in creating and managing sales transactions.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Unlimited, and Developer Editions of Revenue Cloud where Transaction Management is enabled |
Create Users and Profiles
To begin, create users for Transaction Management. Then assign users the appropriate permission sets. To help you plan, refer to the Transaction Management Personas table.
When you create a user, you must also assign a profile. Profiles define default settings for users. Some organizations create their own profiles, while others choose to use profiles included with Salesforce.
Remember, users can have only one profile, but can have many permission sets assigned to them.
Transaction Management Personas
Multiple users who work in various capacities within an organization can use and manage Transaction Management.
| Persona | Description |
|---|---|
| Transaction Management Admin | The admins perform these tasks.
|
| Sales Rep | Sales reps browse catalogs, create quotes, and place orders. |
| Sales Operations Rep | Sales operations reps assetize orders and amend, renew, and cancel orders using Asset Lifecycle Management. |
Transaction Management Permission Sets and Licenses
Manage sales transactions easily and securely by using permission sets that use the Revenue Cloud User permission set license. Permissions are added so that specific user personas can complete the work for their role.
The Revenue Cloud User permission set license provides access to product configuration, quotes, orders, and asset lifecycle management.
| Permission Set | Quote and Order Capture Admin | Sales Rep | Salesforce Operations Rep |
|---|---|---|---|
| Assetize Order | — | — | Yes |
| CalculatePrices API | Yes | Yes | Yes |
| CalculateTaxes API | — | Yes | Yes |
| Create Orders from Quotes | — | Yes | Yes |
| CreateContract API | — | Yes | Yes |
| InitiateAmendment API | — | — | Yes |
| InitiateCancellation API | — | — | Yes |
| InitiateRenewal API | — | — | Yes |
| PlaceOrder API | — | Yes | Yes |
| Price and Tax Calculation for Quoting | — | Yes | — |
| ProductAndPriceConfiguration API | Yes | Yes | Yes |
| ProductImport API | Yes | Yes | Yes |
| Document Builder User | Yes | Yes | Yes |
