Loading
Business Rules Engine
Table of Contents
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

          Search all of Salesforce Help
          Business Rules Engine Setup

          Business Rules Engine Setup

          Configure your users to use Business Rules Engine and assign permission sets so that the users can access expression sets and lookup tables.

          Required Editions

          Available in: Lightning Experience
          Available in: Enterprise, Unlimited, and Developer Editions for clouds that have Business Rules Engine enabled
          Note
          Note Business Rules Engine components are included with all objects in the Full, Partial, Developer, Developer, and Pro sandbox copies.
          • Permission Sets for Business Rules Engine
            Review the level of access and permissions provided by the permission sets that are associated with Business Rules Engine permission set licenses. The number of permission set licenses in your Salesforce org depends on your license configuration and on how your Industries solution is packaged. Permission set licenses entitle users to access features that aren’t included in their user licenses.
          • Create a Custom Permission Set
            A Salesforce org that has Business Rules Engine comes with a Rule Engine Designer permission set. If you want to create custom permission sets, clone and then modify the Rule Engine Designer permission set. For example, you can create a read-only permission set for users to only view and run but not create, edit, or delete expression sets.
          • Assign a Permission Set to Users
            Assign a permission set to users to provide the users the required access to Business Rules Engine objects.
          • Permissions for Community and Guest Users
            Users with the community and guest user profiles can run expression sets and decision matrices when the profiles are assigned the permissions to run expression sets and decision matrices.
           
          Loading
          Salesforce Help | Article