Give your sales team access to Pipeline Inspection by assigning the Pipeline Inspection
User permission set. Users with the Standard User or System Administrator profile get access
automatically.
Required Editions
| User Permissions
Needed |
| To assign permission sets: |
Assign Permission Sets |
-
From Setup, in the Quick Find box, enter Pipeline Inspection,
and then select Pipeline Inspection Setup.
-
In the Give Users Access to Pipeline Inspection section, click Assign
Permissions, and then locate the Pipeline Inspection User permission set.
-
Click Manage Assignments, and then click Add
Assignments. Then assign the permission set to users and click
Done.
You can also grant access with the Revenue Intelligence Admin or Revenue Intelligence User
permission set. But assigning a user both a Pipeline Inspection and a Revenue Intelligence
permission set consumes multiple license seats.
