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            Assign Agentforce Revenue Management Permission Sets to Your Users

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            Assign Agentforce Revenue Management Permission Sets to Your Users

            This table outlines the recommended permission set assignments for your users. You can customize each user by assigning the appropriate permission sets based on your business requirements.

            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.
            User Permission Set Name Description
            Admin 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.
            Billing Admin Help billing admins configure billing policies and treatments, define policies, establish default treatments, and assign user permissions.
            Context Service Admin Let admins create and manage all context service objects and context definitions.
            Data Pipelines Base User Let users manage connections, create and run recipes, and monitor jobs in Data Manager.
            Fulfillment Manager/Operator Gives users access to all runtime entities and interfaces for managing and fulfilling orders.
            OmniStudio Admin Allows admin users to configure OmniScripts, DataRaptors, Integration Procedures, and FlexCards. This permission set also provides calculation runtime access.
            Product Configuration Rules Designer Create and manage product configuration rules in Configurator with Business Rules Engine.
            Product Discovery Admin Gives access to customize the product browsing experience.
            Salesforce Pricing Admin Allows org users to manage the setup pages.
               
            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.
            Tax Admin Let tax admins configure the tax engine, establish tax policies, and define tax treatment for billing.
            DRO Admin DRO Admin User Provides maximum access to the user. This user permission can independently do all the actions which can be done combined by all DRO personas. It provides CRUD access on all DRO entities. It is used when a user needs to behave as an administrator for DRO.
            Product and Pricing Admin Product Catalog Management Viewer Provides read access to Product Catalog Management objects and APIs, and permission to browse products by 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 Configuration Rules Designer Create and manage product configuration rules in Configurator with Business Rules Engine.
            Product Configuration Constraints Designer Create and manage constraint types and rules in Configurator with Constraint Rules Engine.
            Constraint Rules Engine Licenseless Enable the Constraint Rules Engine to access Salesforce standard objects for use in table constraints.
            Rules 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.
            Product Discovery User Gives access to use the product browsing experience.
            CalculatePrices API Provides Quote and Order Capture Admin, Sales Rep, and Salesforce Operations Rep read-write access to Quotes, Orders, and Assets using API.
            Salesforce Pricing Admin Allows org users to manage the setup pages.
            Salesforce Pricing Manager Allows create, read, and edit access on all pricing objects and features.
            Rules Engine Runtime Permissions include access to run expression sets and lookup tables, and read access to Business Rules Engine objects.
            Salesforce Pricing Design Time User Allows create, read, update, and delete access on all design time objects.
            Salesforce Pricing Run Time User Gives read access on all Salesforce Pricing objects.
            Product Configurator Provides read-write access on Product Configurator objects and APIs.
            ProductImport API Provides Quote and Order Capture Admin, Sales Rep, and Salesforce Operations Rep read-write access to Quotes, Orders, and Assets by using API.
            Product Discovery Admin Gives access to customize the product browsing experience.
            ProductAndPriceConfiguration API Provides Quote and Order Capture Admin, Sales Rep, and Salesforce Operations Rep read-write access to Quotes, Orders, and Assets by using API.
            Document Builder User Provides Quote and Order Capture Admin, Sales Rep, Salesforce Operations Rep read-write access to Quotes, Orders, Assets objects and APIs.
            Sales Ops User Product Discovery User Gives access to use the product browsing experience.
            Create Orders from Quotes Provides Sales Rep and Salesforce Operations Rep read-write access to Quotes, Orders, and Assets using API.
            PlaceOrder API Provides Sales Rep and Salesforce Operations Rep read-write access to Orders using APIs.
            Rules Engine Runtime Permissions include access to run expression sets and lookup tables, and read access to Business Rules Engine objects.
            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.
            Salesforce Pricing Run Time User Allow read access for all Salesforce Pricing objects.
            Product Configurator Provides users read-write access to Product Configurator objects and APIs.
            Assetize Order Provides Salesforce Operations Rep read-write access to Asset Lifecycle objects and APIs.
            InitiateAmendment API Provides Salesforce Operations Rep read-write access to Asset Lifecycle objects and APIs.
            InitiateCancellation API Provides Salesforce Operations Rep read-write access to Asset Lifecycle objects and APIs.
            InitiateRenewal API Provides Salesforce Operations Rep read-write access to Asset Lifecycle objects and APIs.
            CreateContract API Provides Sales Rep and Salesforce Operations Rep read-write access to Quotes, Orders, and Assets using API.
            CalculatePrices API Provides Quote and Order Capture Admin, Sales Rep, and Salesforce Operations Rep read-write access to Quotes, Orders, and Assets using API.
            ProductImport API Provides Quote and Order Capture Admin, Sales Rep, and Salesforce Operations Rep read-write access to Quotes, Orders, and Assets using API.
            CalculateTaxes API Provides Sales Rep and Salesforce Operations Rep read-write access to Quotes, Orders, and Assets using API.
            ProductAndPriceConfiguration API Provides Quote and Order Capture Admin, Sales Rep, and Salesforce Operations Rep read-write access to Quotes, Orders, and Assets using API.
            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.
            Price and Tax Calculation for Quoting Provides Sales Rep read-write access to Quotes using APIs.
            Document Builder User Provides Quote and Order Capture Admin, Sales Rep, and Salesforce Operations Rep read-write access to Quotes, Orders, Assets objects and APIs
            Sales Rep Create Orders from Quotes Provides Sales Rep, Salesforce Operations Rep read-write access to Quotes, Orders, and Assets using API.
            ProductAndPriceConfiguration API Provides Quote and Order Capture Admin, Sales Rep, Salesforce Operations Rep read-write access to Quotes, Orders, and Assets using API.
            Usage Management Run Time Allows org users read-only access to all Usage Management objects.
            CalculateTaxes API Provides Sales Rep and Salesforce Operations Rep read access to objects required to calculate taxes on Quotes and Orders.
            ProductImport API Provides Quote and Order Capture Admin, Sales Rep, and Salesforce Operations Rep read-write access to Quotes, Orders, and Assets using API.
            Price and Tax Calculation for Quoting Provides Sales Rep read-write access to Quotes using APIs.
            CalculatePrices API Provides Sales Rep and Salesforce Operations Rep read access to objects required to calculate prices on Quotes and Orders.
            CreateContract API Provides Sales Rep and Salesforce Operations Rep read-write access to Quotes, Orders, and Assets using API.
            Product Discovery User Gives access to use the product browsing experience.
            Rules Engine Runtime Permissions include access to run expression sets and lookup tables, and read access to Business Rules Engine objects.
            Salesforce Pricing Run Time User Allow read access for all Salesforce Pricing objects.
            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 Configurator Provides users read-write access to Product Configurator objects and APIs.
            PlaceOrder API Provides Sales Rep and Salesforce Operations Rep read-write access to Orders using APIs.
            Document Builder User Provides Quote and Order Capture Admin, Sales Rep, and Salesforce Operations Rep read-write access to Quotes, Orders, Assets objects and APIs
            Billing Admin Billing Admin Configure billing policies, treatments and legal entities, define policies, manage org defaults, and assign user permissions.
            Accounts Receivables Admin 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.
            Billing Operations User Billing Operations User Schedule invoice runs and manage runtime invoicing operations.
            Billing Customer Service User Billing Customer Service User Generate invoices on demand for accounts and transactions, and suspend and resume billing.
            Credit Memo Operations User Credit Memo Operations User Create, edit, and monitor credit memos.
            Payments Admin 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.
            Payments Operation User Payment Operations User Let payment operations users schedule payment runs.
            Tax Admin Tax Admin Configure the tax engine, establish tax policies, and define tax treatment for billing.
            Billing Experience Cloud User 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 Einstein Experience Cloud User Allows the Billing Service Agent to view and query billing schedules, invoice, milestone, and usage-related details in Experience Cloud sites.
            Fulfillment User DRO Admin and Order Submit User The user whose permissions are used throughout the fulfillment process in DRO, unless you specify a different user at a more granular level.
              Assetize Order Provides the permission to perform assetization of line items when the fulfillment plan is run in the context of fulfillment user.
            Fulfillment Designer Fulfillment Designer Provide complete access to design time entities belonging to PCM and DRO. This permission enables CRUD access on all design-time entities.
            Fulfillment Operator/Manager Fulfillment Manager/Operator Provides acess to all runtime records and read access to some design-time records. It allows you to change the state of a step, and view Fulfillment plan UI and decomposition UI.
            Usage Designer Usage Management Design Time Allows access to Usage Management design time features.
              Usage Management Run Time Allows org users read-only access to all Usage Management objects.
              Usage Design User Gives create, read, update and delete access to all usage design-time 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.
            Account Executive Wallet Management User Allow org users create, read, update, and delete access to all Wallet Management objects and features.
              Submit Transactions and Orchestrate User Submit transactions to Dynamic Revenue Orchestrator and call the invocable orchestrateTransaction action. As it is related to non sales transactions access of product, decomposition related entity permissions are excluded
             
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