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Salesforce Pricing Editions, Permission Sets, and Personas
Salesforce Pricing uses permission sets to ensure different user roles have the specific access they need. By assigning the right permission set licenses, organizations can securely manage pricing functionalities, giving each user the necessary access to complete their tasks.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Unlimited, and Developer Editions of Revenue Cloud where Salesforce Pricing is enabled |
Before you being creating users and profiles, and assigning them, we recommend checking out these resources.
User Interface
Salesforce Pricing is available in Lightning Experience.
Supported Products and Editions
Here's a list of products that provide access to Salesforce Pricing.
| product | editions |
|---|---|
| Health Cloud | Enterprise, Performance, and Unlimited |
| Communications Cloud | Enterprise, Performance, and Unlimited |
| Energy & Utilities Cloud | Enterprise, Performance, and Unlimited |
| Insurance Cloud | Enterprise, Performance, and Unlimited |
| Financial Services Cloud | Enterprise, Performance, and Unlimited |
| Media Cloud | Enterprise, Performance, and Unlimited |
| Asset Service Lifecycle Management | Enterprise, Performance, and Unlimited |
| Agentforce Revenue Management | Enterprise, Performance, and Unlimited |
Create Users and Profiles
To begin, create users for Salesforce Pricing. Then assign users the appropriate permission sets. To help you plan, refer to the Salesforce Pricing Personas table.
When you create a user, you must also assign a profile. Profiles define default settings for users. Some organizations create their own profiles, while others choose to use profiles included with Salesforce.
Remember, users can have only one profile, but can have many permission sets assigned to them.
Assign Permission Sets
Assign permission sets to your users. Refer to this table for guidance on what permission sets are required for common Salesforce Pricing personas.
| persona | DESCRIPTION | PERMISSION SET LICENSE NAME |
|---|---|---|
| Pricing Admin | The pricing admin can:
|
Salesforce Pricing Admin Salesforce Pricing Design Time User |
| Pricing Design Time User | The pricing designer has access to all pricing elements and the pricing procedure feature. | |
| Salesforce Pricing Run Time | The pricing run time designer has read-only access to pricing data and can call Salesforce Pricing APIs. | Salesforce Pricing Run Time User |
| Pricing Analyst | The pricing analyst can access the Price Management app. They also have the create, read, update, and delete access to the records created on Salesforce Pricing. |
