Contract authors can choose between a user-based or profile-based mode when initiating internal reviews. Prevent unintended edits and keep review activities focused on the appropriate participants.
Where: This change applies to Lightning Experience in Enterprise, Performance, Unlimited, and Developer editions of Agentforce Revenue Management, formerly Revenue Cloud, with the Revenue Cloud Advanced license, or with the Salesforce Contracts license.
Who: To initiate internal reviews, you need the Microsoft 365 Word User permission set.
How: The user-based option adds any internal users for parallel review, while the profile-based option limits participation to users from a selected profile. For example, selecting the Legal profile limits participation and edits to Legal team members.
