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Media Cloud
Assign Permissions to Sales Team Members for Revenue Schedules for Media

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Assign Permissions to Sales Team Members for Revenue Schedules for Media

Assign sales team members the permissions that they require to generate and work with revenue schedules for media opportunities.

Required Editions

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

Media planners and sales reps who are assigned the Standard User profile or a clone of the Standard User profile by default have access to Salesforce Platform objects such as Lead, Opportunity, Accounts, and Contacts. Here's the list of permission that sales team members who are assigned a custom profile require to generate and manage revenue schedules:

  • Edit access on Product and Opportunity objects to create and manage schedules for opportunities.
  • Use Team Reassignment Wizards system permission to manage members of an opportunity team.
  • Run Flows system permission to execute the flows that generate revenue schedules.
  • Media Cloud Runtime permission set to create and manage records for revenue schedules that are provided with the Media Cloud data model.
  1. Assign object access and system permissions to sales team members using a custom permission set.
  2. Assign the Media Cloud Runtime permission set to sales team members.
 
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