--- schema_version: "1" id: ca056973ce311b7cb0c15ebb7fa76e63011d2d315cb4839f4115e456509c3037 title: Discovery Framework Editions and Permissions collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/discovery_framework_editions_permissions.md canonical_url: https://help.salesforce.com/s/articleView?id=ind.discovery_framework_editions_permissions.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: d96b32d7f2dd95ec20cacd4d293f9bc60c823af57a397dce854b09d3aa3817a8 description: Review the supported products and editions for Discovery Framework and Assessments. Then learn about how your product handles permissions and how to assign them. products: - Industry Solutions - Cross Cloud release: "264" --- # Discovery Framework Editions and Permissions 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](https://help.salesforce.com/s/articleView?id=ind.discovery_framework_editions_permissions.htm&release=264.0.0&type=5) - [Editions](https://help.salesforce.com/s/articleView?id=ind.discovery_framework_editions_permissions.htm&release=264.0.0&type=5) - [Required Discovery Framework Permissions](https://help.salesforce.com/s/articleView?id=ind.discovery_framework_editions_permissions.htm&release=264.0.0&type=5) - [Other Required Permissions](https://help.salesforce.com/s/articleView?id=ind.discovery_framework_editions_permissions.htm&release=264.0.0&type=5) - [Customizing Permissions](https://help.salesforce.com/s/articleView?id=ind.discovery_framework_editions_permissions.htm&release=264.0.0&type=5) ## User Interface Discovery Framework and Assessments is available in Lightning Experience. ## 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. #### See Also - [Manage Permission Set Assignments](https://help.salesforce.com/s/articleView?id=platform.perm_sets_manage_assignments.htm&type=5&language=en_US) - [Permission Set Groups](https://help.salesforce.com/s/articleView?id=platform.perm_set_groups.htm&type=5&language=en_US) - [Muting Permission Sets](https://help.salesforce.com/s/articleView?id=platform.perm_set_groups_muting.htm&type=5&language=en_US)