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            Configure Access to Revenue Management Intelligence

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            1. Salesforce Help
            2. Docs
            3. Agentforce Revenue Management

            Configure Access to Revenue Management Intelligence

            Assign permissions to view and manage Revenue Management Intelligence.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Unlimited, and Developer editions with Revenue Management, formerly Revenue Cloud.

            To use the Billing Analytics feature, you must have the the Revenue Cloud Advanced license and the Revenue Cloud Billing license of Revenue Management. Contact your Salesforce account executive for more information.
            User Permissions Needed
            To ingest objects and fields:

            Data Cloud Architect

            AND

            View All Records and Read permission on the object being ingested.

            AND

            Data Cloud Salesforce Connector

            In your Salesforce org, assign Read and View All permissions to the Data Cloud Salesforce Connector permission set to ingest data from different functional areas of Agentforce Revenue Management.

            1. From Setup, in the Quick Find box, enter Permission Sets and select Permission Sets.
            2. Select Data Cloud Salesforce Connector.
            3. To update the system settings to ingest Agentforce Revenue Management data, select System Permissions.
            4. Select Edit.
            5. To ingest Salesforce Pricing data, enable access to the these system permissions.
              1. Salesforce Pricing: Run time user
              2. Create Orders from Quotes
              3. Manage Revenue Cloud
            6. To ingest Dynamic Revenue Orchestrator data, enable access to the System Administrator access for DRO system permission.
            7. To ingest Billing data, enable access to these permission sets.
              1. Configure Billing Settings
              2. Create Orders from Quotes
              3. Manage Billing
              4. Manage Billing Access
              5. Manage Revenue Cloud
              6. Run Data Processing Engine Definitions for Billing
              7. View All Data
              8. View All Fields (Global)
            8. Save your changes.
            9. To grant Read and View All Records permissions to all objects and fields in the Revenue Management Intelligence data kit, from Apps, select Object Settings.
            10. Select the object that you want to ingest into Data 360.
            11. To change the object permissions, select Edit.
            12. Under Object Permissions, select the Read and View All Records permissions for the object.
            13. Under Field Permissions, select Read Access for all the fields associated with the object.
            14. Save your changes.
            15. Similarly, modify the permissions for all the objects that you want to ingest into Data 360.

            Data 360 Objects

            object type name functional area
            Data Model Object (DMOs)
            • Accounts
            • Asset, Asset Actions
            • Asset Action Sources
            • Asset State Periods
            • Categories, Cost Books
            • Cost Book Entries
            • Currency Types
            • Orders
            • Order Products
            • Price Books, Products
            • Product Category Products
            • Product Selling Models
            • Quotes
            • Quote Line Items
            • Users
            		 Salesforce Pricing
            Data Model Object (DMOs)
            • Fulfillment Step Dependencies
            • Fulfillment Steps
            • Fulfillment Step Sources
            • Sales Transaction Fulfillment Requests
            		 Dynamic Revenue Orchestrator
            Data Model Object (DMOs)
            • Accounting Periods
            • Billing Milestone Plans
            • Billing Milestone Plan Items
            • Billing Policies
            • Billing Schedules
            • Billing Schedule Groups
            • Billing Treatments
            • Billing Treatment Items
            • Billing Schedule Group Relationships
            • Capture Payments
            • Credit Memos
            • Credit Memo Lines
            • Credit Memo Line Taxes
            • Invoices, Invoice Address Groups
            • Invoice Batch Runs
            • Invoice Documents
            • Invoice Lines
            • Invoice Line Taxes
            • Legal Entities
            • Legal Entity Accounting Periods
            • Payments, Payment Terms
            • Payment Term Items
            • Revenue Transaction Error Logs
            • Tax Policies
            • Tax Treatments
            		 Billing
            Note
            Note To use Data Governance features, grant permissions to the listed objects per your chosen policy according to Assign Data Access. If you have more than one data space, you must grant access to objects in each data space. Object names in non default data spaces follow the convention of <DataSpace Prefix>_<Object Name>.
             
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