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            Select Who Can Use Pipeline Inspection

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            Select Who Can Use Pipeline Inspection

            Get your sales team started managing their pipelines.

            Required Editions

            View supported editions.
            User Permissions Needed
            To assign permission sets: Assign Permission Sets

            Users get access to Pipeline Inspection with a Standard User or System Administrator profile. Or, you can assign users one of the Pipeline Inspection permission sets.

            1. From Setup, in the Quick Find box, enter Permission Sets, and then select Permission Sets.
            2. Click the Pipeline Inspection permission set. Or, if you have Salesforce Unlimited Edition, click the Pipeline Inspection Included permission set. You can assign Pipeline Inspection permissions to users with a Salesforce Standard User License.
            3. Click Manage Assignments, and then Add Assignments. Then assign the permission set to users and click Done.

            You can also grant access with the Revenue Intelligence Admin or Revenue Intelligence User permission sets. You can assign users a Pipeline Inspection permission set or a Revenue Intelligence permission set, but assigning the same user more than one permission set consumes multiple license seats.

            See Also

             
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