To create the necessary Data Lake Objects (DLOs) and data model objects (DMOs) for your calculations, deploy the standard package in your org.
Required Editions
| Available in: Enterprise, Unlimited, and Developer Editions |
| User Permissions Needed | |
|---|---|
| To use Data Cloud for Channel Revenue Management |
Salesforce org: Customize Application AND Use Rebate and Accrual Management Advanced (or Use Manufacturing Rebates depending on license) AND Data Cloud org: Data Cloud Admin |
Make sure that you're logged in to the Salesforce org where you want to install the package.
- From Data Cloud Setup, enter Data Kits in the Quick Find box, and select Data Kits.
- Find and select the standard Channel Revenue Management data kit (API Name: ChannelRevenueMgmt).
- Click Data Kit Deploy.
- Select a data space.
- Enter the org ID.
- Click Deploy to automatically provision the foundational data models and connections.