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Permissions and Features for Appraisal Management
Review the required licenses and permissions to use Appraisal Management in Manufacturing Cloud.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Unlimited, and Developer Editions |
Enable Features
Enable these features to get started with Appraisal Management for Manufacturing. To enable the features for Manufacturing Cloud, first assign yourself the System Administrator user profile. Then, assign the required permission set licenses and permission sets to your User record.
| Feature | Description |
|---|---|
| Setup> Feature Settings> Appraisal Management Settings> Appraisal Management | Turn on Appraisal Management to access the data model and the various records for appraisal management. |
| Setup> Feature Settings> Service Console for Manufacturing | Turn on Service Console for Manufacturing. |
| Setup> Feature Settings> Manufacturing | Turn on the required Manufacturing Cloud features where you need to use appraisal management, such as Sales Agreement or Advanced Account Forecasting. |
Permission Sets and User Permissions
Assign permission sets to user profiles.
| User Permissions Needed | |
|---|---|
| To configure appraisal management: |
|
Licensing Requirements
- Manufacturing Foundation: Required for access to the Appraisal data model entities and fields.
- Manufacturing for Service Console: Requires the Industries Service Excellence permission set license and an associated permission set. Provides access to service-specific capabilities, including the Service Console for Manufacturing.
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