---
schema_version: "1"
id: d6cf81422d5293488d9087d71d27ba71da65e2296c701af27e64beff5f542e35
title: Prerequisities for Setting Up Revenue Management in Agentforce Financial Services
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/fsc_admin_before_you_begin.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.fsc_admin_before_you_begin.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: f3059a470d25194ae60be197b74c1315373ba0210367c168582adc7f05c892fb
description: Before you set up Revenue Management for Agentforce Financial Services, follow these steps.
products:
  - Financial Services
release: "264"
---
# Prerequisities for Setting Up Revenue Management in Agentforce Financial Services

Before you set up Revenue Management for Agentforce Financial Services, follow these steps.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience in <strong>Enterprise</strong> and <strong>Unlimited</strong> Editions where <span>Agentforce Financial Services</span> is enabled.</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d183903e71">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d183903e71 ">To set up revenue management:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d183903e71 ">
              <p dir="ltr">Financial Services Cloud Standard</p>
              <p dir="ltr">AND</p>
              <p style="margin-bottom:0;" dir="ltr">RI for Fins Admin</p>
            </td>

          </tr>
        </tbody>
      </table>

1. From Setup, in the Quick Find box, enter Revenue Management, and then select **Revenue Management Setup**.
2. Complete the prerequisites.
    
    Assign appropriate permissions to users and enable the CRM Analytics setting in your Salesforce org.
    
    1. 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.
    2. To enable CRM Analytics, click **Enable CRM Analytics Setting**, and then click **Enable CRM Analytics**.
        
        ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-financial_services-264-0-0-production-enus/bbbfcd84-ccb2-4c2c-bf0e-04dbacfadfb4/images/icon_note.png)
        
        Note On the Revenue Management Setup page, you can see the instructions to complete the prerequisites only if you haven’t already completed them.
3. To verify the levels of access users have to your Salesforce data, click **Review Role Hierarchy**.