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            Deploy Revenue Management for Financial Services Cloud

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            Deploy Revenue Management for Financial Services Cloud

            Before you create an app from the Revenue Management for Financial Services Cloud template, deploy Revenue Management for Financial Services Cloud in Salesforce.

            Required Editions

            Available in: Developer, Edition and for an extra cost in Enterprise, Performance, and Unlimited Editions
            Permission Sets Needed
            To create and manage the Revenue Management for Financial Services Cloud App: RI for Fins Admin
            To use the Revenue Management for Financial Services Cloud App: RI for Fins User

            To deploy Revenue Management for Financial Services Cloud:

            • Enable CRM Analytics
            • Give users access to Revenue Management for Financial Services.
            • Set field-level security to Analytics Management User.
            • Create and share an app from the Revenue Management for Financial Services template.
            Note
            Note To create an app from the Revenue Management for Financial Services Cloud template, the FSC-Managed Package must be installed in your org.
             
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