You are here:
Set Up Revenue Management Intelligence
To access dashboards and analytics for all functional areas in Revenue Management (formerly Revenue Cloud) workstreams, set up Revenue Management Intelligence.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Unlimited, and Developer editions with Revenue Management, formerly Revenue Cloud. |
To use the Billing Analytics feature, you must have the the Revenue Cloud Advanced license and the Revenue Cloud Billing license of Revenue Management (formerly Revenue Cloud). Contact your Salesforce account executive for more information. |
| User Permissions Needed | |
|---|---|
| To view the setup page for Revenue Management Intelligence: | User is System Admin Any admin or design time user permission set in Revenue Management |
To set up Revenue Management Intelligence, create and map Data 360 assets and ingest Data 360 data. Use the Revenue Management Intelligence guided setup to configure Data 360 and the analytics features for each Revenue Management workstream
- From Setup, in the Quick Find box, enter Revenue Management Intelligence, and then select Revenue Management Intelligence Setup.
- Build your Data 360 connection.
- Configure access to Revenue Management Intelligence.
- Deploy the Revenue Management Intelligence data kit.
- Install Revenue Management Intelligence apps.
- Build your Data 360 Connection
Configure your Data 360 connection for Revenue Management (formerly Revenue Cloud). - Configure Access to Revenue Management Intelligence
Assign permissions to view and manage Revenue Management Intelligence. - Deploy the Revenue Management Intelligence Data Kit
To view components such as data streams, calculated insights, and data graphs from Data 360, deploy the Revenue Management Intelligence data kits from Data 360 in your Salesforce org.
