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Assign admins the permissions that they require to set up revenue schedules, add opportunity teams, manage picklist values and page layouts, set default revenue schedule preferences, and activate preconfigured flows.
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, and Unlimited editions with Media Cloud - Advanced |
| User Permissions Needed | |
|---|---|
| To assign permissions: | Manage Profiles and Permission Sets AND Assign Permission Sets AND View Setup and Configuration |
Admins who are assigned the System Administrator profile or a clone of the System Administrator profile by default have access to set up and manage a Salesforce instance. Here are the list of system permissions that admins who are assigned a custom profile require to set up Revenue Schedules for Media:
| Permission Type | Name | Use | Business Requirement |
|---|---|---|---|
| System permission | View Set Up and Configuration | Provides users access to set up a Salesforce instance. | Admins can access Setup in the org. |
| Customize Application | Provides users access to set up features and change settings. | Admins can set up revenue scheduling, set up opportunity teams, edit page layouts, and manage object changes. | |
| Manage Flows | Provides users access to create flows. | Admins can activate the preconfigured flows provided with Revenue Schedules for Media. | |
| Permission set | Media Cloud Designer | Provides users access to Media Cloud objects. | Admins can set up the default preferences for the Revenue Schedule component. |
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