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Product Catalog Management Personas for Revenue Cloud
Explore the different types of users who work with Product Catalog Management and the permission sets they need.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Unlimited, and Developer Editions of Revenue Cloud |
Create Users and Profiles
To begin, create users for Product Catalog Management. Then assign users the appropriate permission sets. To help you plan, refer to the Product Catalog Management 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.
| Persona | Description | Required Permission Sets |
|---|---|---|
| Salesforce Admin | Administers Product Catalog Management, integrates Product Catalog Management features, and assigns permission set groups to admins who handle specific areas; for example, a catalog admin. Only Salesforce admins can set up Specification Types. | Product Catalog Management Designer |
| Catalog Admin | Creates and manages attributes, attribute categories, product classifications, product classification attributes, product catalogs, and product categories. | Product Catalog Management Designer |
| Product Designer | Creates and manages products, product groups, product attributes, product components, product relationships, and Qualification Rules. The Product Designer also assigns products to product categories. | Product Catalog Management Designer |
| Product Discovery Admin | Manages features and settings. The Product Discovery Admin also customizes product browsing experience in Lightning App Builder and Experience Builder. | Product Catalog Management Designer |
| Sales Agent | Browses catalogs and products, and can optionally create quotes, and place orders. | Product Catalog Management Viewer |
| Partner Community User | Sells Product Catalog Management products to their customers via the partner community portal. | Product Catalog Management Partner Community User |
| Customer Community User | Purchases Product Catalog Management products from the customer community portal. | Product Catalog Management Customer Community User |
Assign permission sets to your users based on their persona.
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