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Preconfiguration Steps

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Preconfiguration Steps

Before beginning the configuration of Revenue Management (formerly Revenue Cloud), it’s important to complete the preconfiguration steps to ensure a smooth and successful setup process.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Unlimited, and Developer Editions of Revenue Management
  • Enable Revenue Management Features in Your Scratch Org
    A scratch org is a source-driven, disposable deployment of Salesforce code and metadata. It provides a fresh Salesforce environment tailored for developing and testing the features you require.
  • Set Up Access for Revenue Management
    Learn how to create and manage Revenue Management users and assign them appropriate profiles and permission sets tailored to their job roles.
  • Assign Revenue Management Permission Sets to System Admin
    Explore the recommended permission sets for system admins and ensure they have the necessary access to perform critical tasks within Salesforce Revenue Management.
  • Assign Revenue Management Permission Sets to Your Users
    This table outlines the recommended permission set assignments for your users. You can customize each user by assigning the appropriate permission sets based on your business requirements.
  • Enable Context Services
    Simplify the sharing and consumption of business application data using Context Service. Acting as a generic module, Context Service forms a layer between applications and procedures, enabling easy retrieval and use of data across various industry clouds. Context definitions ensure efficient data access at every step of the process. A context definition defines the relationship between the nodes and the attributes within each node.
  • Set Up Console App in Revenue Management
    Salesforce Console apps are tab-based workspaces that let you manage many records on one page.
 
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