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            Record Sharing for Rate Management

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            3. Agentforce Revenue Management

            Record Sharing for Rate Management

            For runtime users to access the data created by rating designers, managers or catalog admins, set up record sharing for all the Rate Management entities.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Unlimited, and Developer Editions of Agentforce Revenue Management

            For runtime setup, from Setup, in the Quick Find box, enter Sharing Settings, and select it. Set up record sharing by using Organization-Wide Defaults  or Sharing Rules for these entities to suit your security requirements. For example, set up record sharing by granting Public ReadOnly access to these entities.

            • Rate Card
            • Unit of Measure
            • Usage Resource
            • Rating Frequency Policy
            • Rating Request
            • Expression Sets

            Assign the Rate Management Run Time User permission set to runtime users to provide Read access to relevant objects.

            This completes the basic setup for Rate Management. To proceed with the rest of the Revenue Cloud setup, see Set Up Agentforce Revenue Management.

             
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