---
schema_version: "1"
id: 45e3345c41b583dd4603f0601c53b5bef15c2924c0d05655291ab749ea43c1c0
title: Deploy Revenue Management for Financial Services Cloud
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/analytics/264-0-0/bi_template_deploy_revenue_management_fsc.md
canonical_url: https://help.salesforce.com/s/articleView?id=analytics.bi_template_deploy_revenue_management_fsc.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 182add006e67607ff030428d20711601745435d008576d5652b37f7bc2345080
description: Before you create an app from the Revenue Management for Financial Services Cloud template, deploy Revenue Management for Financial Services Cloud in Salesforce.
products:
  - CRM Analytics
  - Cross Cloud
release: "264"
---
# Deploy Revenue Management for Financial Services Cloud

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

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small "><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Developer, Edition and for an extra cost in Enterprise, Performance, and Unlimited Editions</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
      <colgroup>
        <col style="width:50%">
        <col style="width:50%">
      </colgroup>
      <thead class="slds-text-title_caps ">
        <tr class="">
          <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d102245e50">Permission Sets
            Needed</th>
        </tr>
      </thead>
      <tbody>
        <tr class="">
          <td data-label="Permission Sets Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d102245e50 ">To create and manage the Revenue Management for Financial Services Cloud
            App:</td>

          <td class="slds-cell-wrap" style="vertical-align:top;" headers="d102245e50 ">RI for Fins Admin</td>


        </tr>
        <tr class="">
          <td data-label="Permission Sets Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d102245e50 ">To use the Revenue Management for Financial Services Cloud App:</td>

          <td class="slds-cell-wrap" style="vertical-align:top;" headers="d102245e50 ">RI for Fins User</td>

        </tr>
      </tbody>
    </table>

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](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/images/icon_note.png)

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](https://help.salesforce.com/s/articleView?id=analytics.bi_template_revenuemanagement_enable_crm.htm&release=264.0.0&type=5)**  
    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](https://help.salesforce.com/s/articleView?id=analytics.bi_template_revenuemanagement_assign_permissions.htm&release=264.0.0&type=5)**  
    Assign appropriate permissions to users to work with the Revenue Management for Financial Services Cloud app.
- **[Set Field-Level Security to Analytics Integration User](https://help.salesforce.com/s/articleView?id=analytics.bi_template_revenuemanagement_field_level_security.htm&release=264.0.0&type=5)**  
    Give the Analytics Integration users access to all the fields that are used in the app.
- **[Create and Share the App](https://help.salesforce.com/s/articleView?id=analytics.bi_template_revenuemanagement_create_share.htm&release=264.0.0&type=5)**  
    Create an app from the Revenue Management for Financial Services Cloud template and then share the app with your users.