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Assign Permission Sets to Use Revenue Cloud for Communications
Explore the recommended permission sets for users and ensure they have the necessary access to perform critical tasks within Revenue Cloud for Communications.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Unlimited, and Developer Editions with Revenue Cloud for Communications |
Note If you don’t see certain permission sets, you may need to enable the features they are
associated with first.
| User Permissions Needed | |
|---|---|
| To assign permission sets: | Assign Permission Sets AND View Setup and Configuration |
- From Setup, in the Quick Find box, enter Users, and then select Users.
- Open the user record.
- In the Permission Set Assignments related list, click Edit Assignments.
-
Move these permission set to the Enabled Permission Sets list.
permission set name description Revenue Cloud for Communications Features Provides users access to the necessary flow, connect APIs, multisite features, and order creation types. CME Sales Features Provides users access to the necessary flow and multisite features. Manage Revenue Cloud Provides users access to create sales transaction types. Manage Flow Provides users access to create and update flows. Advanced CSV Data Import Provides users access to advanced CSV file import features. Context Service Admin Provides users access to create and manage all context service objects and context definitions. Context Service Runtime Provides read access for context definitions, and read and write access to all context present in the cache. Rule 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. Rules Engine Runtime Permissions include access to run expression sets and lookup tables, and read access to Business Rules Engine objects. 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 Catalog Management Viewer Provides read access to Product Catalog Management objects and APIs, and permission to browse products by using Product Discovery. Salesforce Pricing Admin Provides users access to the Salesforce Pricing Setup page. Salesforce Pricing Manager Provides users access to create, read, and edit access to all pricing objects and features. Salesforce Pricing Design Time User Provides users access to create, read, update, and delete access to all design time objects. Product Discovery Admin Provides users access to the Product Discovery Settings page in Setup. Product Discovery User Provides users access to use the product browsing experience. Product Configurator Provides read-write access on Product Configurator objects and APIs. Customize Application Provides users access to customize the application. CalculatePrices API Provides Quote and Order Capture Admin, Sales Rep, and Salesforce Operations Rep read-write access to calculate prices for Quotes and Orders using the API, along with access to any related entities. PlaceOrder API Provides Quote and Order Capture Admin, Sales Rep, Salesforce Operations Rep read-write access to calculate prices for Quotes and Orders using the API, along with access to any related entities. ProductAndPriceConfiguration API Provides Quote and Order Capture Admin, Sales Rep, Salesforce Operations Rep read-write access to Quotes, Orders, Assets using API. DRO Admin User Provides users access to the Dynamic Revenue Orchestrator app settings and all of its entities. This permission alone doesn't allow a user to submit an order. Fulfillment Designer Provides users access to all design time entities and interfaces that you require to configure products, decomposition rules, fulfillment plans, and scenarios. Fulfillment Manager/Operator Provides users access to all run-time entities and interfaces for managing and fulfilling the order. Submit Transactions and Fulfillment User Submit orders to Dynamic Revenue Orchestrator and call the invocable submitOrder action. Provides users access to perform order decomposition, plan composition, and plan execution. Submit Transaction User Submit orders to Dynamic Revenue Orchestrator and call the invocable submitOrder action. This permission set provides users access to submit transaction requests, but doesn’t provide access to any design or fulfillment tasks. Assetize Order Provides users access to assetize Orders using the API. Promotion Designer Provides users the required object access to advanced Global Promotions Management capabilities. Promotions Viewer Provides users access to view the configuration of promotions. Apply Promotions on Sales Transactions Provides users access to view and apply promotions on quotes and orders, and view applied promotions on quotes, orders, and assets. InitiateAmendment API Provides users access to amend Assets using the API. InitiateRenewal API Provides users access to renew Assets using the API. InitiateCancellation API Provides users access to cancel Assets using the API. - Save your changes.
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