Before you create an app from the Revenue Management for Financial Services Cloud template, deploy Revenue Management for Financial Services Cloud in Salesforce.
Required Editions
| Available in: Developer, Edition and for an extra cost in Enterprise, Performance, and Unlimited Editions |
| Permission Sets Needed | |
|---|---|
| To create and manage the Revenue Management for Financial Services Cloud App: | RI for Fins Admin |
| To use the Revenue Management for Financial Services Cloud App: | RI for Fins User |
To deploy Revenue Management for Financial Services Cloud:
- Enable CRM Analytics
- Give users access to Revenue Management for Financial Services.
- Set field-level security to Analytics Management User.
- Create and share an app from the Revenue Management for Financial Services template.
Note To create an app from the Revenue Management for Financial Services Cloud template, the
FSC-Managed Package must be installed in your org.
- Enable CRM Analytics
Enable CRM Analytics in Salesforce before you create an app from the Revenue Management for Financial Services Cloud template. - Assign Permissions to Administrator and User
Assign appropriate permissions to users to work with the Revenue Management for Financial Services Cloud app. - Set Field-Level Security to Analytics Integration User
Give the Analytics Integration users access to all the fields that are used in the app. - Create and Share the App
Create an app from the Revenue Management for Financial Services Cloud template and then share the app with your users.