Before you install and configure Invoice Risk Scoring, complete the prerequisites.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Unlimited, and Developer Editions with the Revenue Cloud Advanced license or the Revenue Cloud Billing license |
| User Permissions Needed | |
|---|---|
| To access Data 360 setup: | Data Cloud Architect permission set |
| To create a custom data space: | Data Cloud Admin permission set |
Note Invoice Risk Scoring is a pilot or beta service that is subject to the Beta Services
Terms at Agreements - Salesforce.com or a written Unified Pilot Agreement
if executed by Customer, and applicable terms in the Product Terms
Directory. Use of this pilot or beta service is at the Customer's sole
discretion.
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Turn on Data 360.
Data 360 is automatically provisioned when a Data 360 license is added to your Salesforce org. However, if auto provisioning isn't available or if you're working in a Developer Edition or sandbox org, you manually enable it. Data 360 can be enabled on a new or an existing Salesforce org.
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Create a custom data space so that all the
relevant Data 360 objects related to risk score data can be mapped to it.
Creating a custom data space is optional. To segregate your brand, region, or department data and services, create a custom data space. If you don't create a custom data space, all Data 360 objects are mapped to the default data space.
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Deploy the Advanced Billing Bundle Data Kit and Common Billing Bundle Data Kit to Data
360 before configuring Invoice Risk Scoring.
- From the App Launcher, find and select Data 360.
- On the Data Streams tab, click New.
- Select Salesforce CRM as the connected source, and then click Next.
- In the Standard Data Bundles section, select Advanced Billing Bundle Data Kit and deploy it. Then select and deploy Common Billing Bundle Data Kit
- Review the data fields and click Next.
- Click Deploy.
If you have data in Data 360 in other orgs, you can import that data by setting up a CRM Salesforce Org connection.