Before you set up Revenue Management for Agentforce Financial Services, follow these steps.
Required Editions
| Available in: Lightning Experience in Enterprise and Unlimited Editions where Agentforce Financial Services is enabled. |
| User Permissions Needed | |
|---|---|
| To set up revenue management: |
Financial Services Cloud Standard AND RI for Fins Admin |
- From Setup, in the Quick Find box, enter Revenue Management, and then select Revenue Management Setup.
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Complete the prerequisites.
Assign appropriate permissions to users and enable the CRM Analytics setting in your Salesforce org.
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To assign permissions, click Assign Permissions and assign the
necessary permissions to admins.
To access the Revenue Management Setup page or to create and edit the Revenue Management dashboard, you need the RI for Fins Admin permission set. To view the Revenue Management Dashboards app, you need the RI for Fins Admin or RI for Fins User permission set.
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To enable CRM Analytics, click Enable CRM Analytics Setting, and
then click Enable CRM Analytics.
Note On the Revenue Management Setup page, you can see the instructions to complete the prerequisites only if you haven’t already completed them.
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To assign permissions, click Assign Permissions and assign the
necessary permissions to admins.
- To verify the levels of access users have to your Salesforce data, click Review Role Hierarchy.