Revenue Cloud for Communications Prerequisites

Enable Revenue Settings

Give your users access to Agentforce Revenue Management features in your Salesforce org and enable optional features to enhance the sales experience for your reps.

See Enabling Revenue Settings.

Enable Context Service

Give your users access to Context Service objects and features to create and manage context definitions.

See Turn On Context Service.

Sync Your Pricing Data

To ensure that the latest information is available in decision tables mapped to a pricing recipe with their usage type set to Pricing, regularly sync your pricing data.

See Sync Pricing Data in Revenue Cloud.

Assign Permission Sets

Explore the recommended permission sets for users and ensure they have the necessary access to perform critical tasks.

Required Editions

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

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.

To assign permission sets, see Manage Permission Set Assignments.