Assign the Action Plans and Industries Visits permission sets to your users so that they
can use Intelligent Sales. Also assign the Health Cloud Starter (for Life Sciences Cloud) or
Health Cloud Foundation (for Health Cloud) permission set.
Required Editions
|
Available in: Lightning Experience
Available in: Enterprise and Unlimited Editions with Health Cloud
or Life Sciences Cloud
|
| User Permissions
Needed |
| To assign permission sets: |
Assign Permission Sets
AND
View Setup and Configuration
|
-
From Setup, enter Permission Sets in the Quick Find box and select
Permission Sets.
-
Select Action Plans and click Manage
Assignments.
-
Click Add Assignments, select your users, and click
Assign.
Repeat these steps for the other permission sets mentioned earlier.
