Review the supported products and editions for Discovery Framework and Assessments. Then learn about how your product handles permissions and how to assign them.
- User Interface
- Editions
- Required Discovery Framework Permissions
- Other Required Permissions
- Customizing Permissions
Editions
- Automotive Cloud: Enterprise, Unlimited, and Developer Editions
- Education Cloud: Enterprise, Performance, Unlimited, and Developer Editions
- Financial Services Cloud: Enterprise, Professional, and Unlimited Editions
- Health Cloud: Enterprise and Unlimited Editions
- Life Sciences Cloud: Enterprise and Unlimited Editions
- Manufacturing Cloud: Enterprise, Unlimited, and Developer Editions
- Net Zero Cloud: Enterprise, Performance, Unlimited, and Developer Editions with Net Zero Cloud Growth license
- Nonprofit Cloud: Enterprise, Unlimited, and Developer Editions
- Public Sector Solutions: Enterprise, Performance, Unlimited, and Developer Editions
Required Discovery Framework Permissions
To use Discovery Framework, Salesforce admins and users need the user permission Discovery Framework Platform User. Typically, a Salesforce admin assigns a permission set that includes this user permission. Because the feature is included in multiple products, the products and licenses in your org determine which permission set is available.
These permission sets include the Discovery Framework user permission, permission set license, and full access to all Discovery Framework assessment objects and fields.
| Product | Permission Set | Notes |
|---|---|---|
| Automotive Cloud | Dynamic Assessent Access | Provides access to the assessments objects and features. Doesn’t include the user permission Discovery Framework Platform User. |
| Education Cloud | Education Cloud Full Access | |
| Financial Services Cloud |
FSC Sales OR FSC Service OR Financial Services Cloud Extension |
|
| Health Cloud | Health Cloud Foundation | |
| Life Sciences Cloud | Product Catalog Management Designer | |
| Manufacturing Cloud | Dynamic Assessent Access | Provides access to the assessments objects and features. Doesn’t include the user permission Discovery Framework Platform User. |
| Net Zero Cloud | Disclosure and Compliance Hub User | |
| Nonprofit Cloud | Industries Assessment | Industries Assessment isn’t provided. See Create the Industries Assessment Permission Set. |
| Public Sector Solutions | Industries Assessment | Industries Assessment isn’t provided. See Create the Industries Assessment Permission Set. |
Don’t see your product? Contact your account executive for more information. Or look for a permission set that includes the user permission Discovery Framework Platform User. To see what’s included in a permission set, click View Summary on the permission set’s detail page in Setup. Review your cloud’s documentation, too.
Other Required Permissions
These permission sets are also required for Discovery Framework setup in all products.
| Permission Set | Notes |
|---|---|
| OmniStudio Admin | Assign to admins who create or edit Discovery Framework Omniscript assessments. |
| OmniStudio User | Assign to users who run Discovery Framework Omniscript assessments. |
| Document Checklist | Assign to admins who set up document types and categories for document decision requirements and the Document Matrix element. |
| Rule Engine Designer | Assign to users who configure decision tables for document decision requirements and the Document Matrix element. |
|
Rule Engine Designer OR Rule Engine Runtime |
Assign to users who complete Discovery Framework Omniscript assessments that have a Document Matrix element. |
Customizing Permissions
If you customize Discovery Framework, such as adding fields, create a custom permission set. To remove user permissions from the default permission set, create a muting permission set. Then, use permission set groups to assign users the Discovery Framework permission set in addition to your custom permission sets. This approach ensures that you always have the latest default permissions and is an alternative to cloning permission sets.