Setting Up Salesforce Revenue Cloud from Scratch

 Assign Required Permission Set Licenses

Navigate to User Detail

• Go to Setup → Users → select the user who will administer or use Revenue Cloud.

• Click Permission Set License Assignments (sometimes labeled as a separate section on the user record).

1) Business Rules Engine Designer

2) Business Rules Engine Runtime

3) Context Service Admin

4) Clause Management User

5) Contract LifeCycle Management user

6) Fulfillment User PSL

7) Data Pipelines Base User

8) Product Catalog Management Administrator

9) Product Catalog Management Viewer

10) Product Configuration User

11) Salesforce Pricing Design Time

12) Salesforce Pricing Run Time

13) Decimal Quantity Runtime User

14) DocGen Designer

15) Document Builder User

16) Fulfillment User PSL

17) Microsoft Word 365

18) Obligation Management User

19) OmniStudio

20) Product Discovery User

21) Rate Management Design Time

22) Rate Management Run Time

23) Revenue Cloud User

24) Rate Management Design Time

Assign Relevant Permission Sets to User

Assign all the permission set using Data Import like below format

PermissionSet.Id and AssigneeId

 1. CLMAdminUser  

 2. ClauseDesigner  

 3. DocGenDesigner  

 4. Microsoft365WordDesigner  

 5. OmniStudioAdmin  

 6. BRERuntime  

 7. CLMRuntimeUser  

 8. CorePricingAdmin  

 9. CorePricingDesignTimeUser  

10. CorePricingManager  

11. CorePricingRunTimeUser  

12. DocGenUser  

13. Microsoft365WordUser  

14. ObligationUser  

15. OrderSubmitUser  

16. ProductCatalogManagementAdministrator  

17. ProductCatalogManagementViewer  

18. ProductDiscoveryAdmin  

19. ProductDiscoveryUser  

20. RevLifecycleManagementCalculatePricesApi  

21. RevLifecycleManagementCalculateTaxesApi  

22. RevLifecycleManagementCoreCPQAssetization  

23. RevLifecycleManagementCreateContractApi  

24. RevLifecycleManagementCreateOrderFromQuote  

25. RevLifecycleManagementInitiateAmendmentApi  

26. RevLifecycleManagementInitiateCancellationApi  

27. RevLifecycleManagementInitiateRenewalApi  

28. RevLifecycleManagementPlaceOrderApi  

29. RevLifecycleManagementProductAndPriceConfigurationApi  

30. RevLifecycleManagementProductImportApi  

31. IndustriesConfiguratorPlatformApi  

32. DfoAdminUser  

33. RatingAdmin  

34. RevenueLifecycleManagementBillingAdmin  

35. RatingManager  

36. ProductConfigurationRulesDesigner  

37. RatingDesignTimeUser  

38. RevenueLifecycleManagementBillingOperations  

39. RevenueLifecycleManagementAccountingAdmin  

40. RevLifecycleManagementUsageDesignUser  

41. RatingRunTimeUser  

42. RevLifecycleManagementTaxConfiguration  

43. RevenueLifecycleManagementBillingTaxAdmin  

44. AnalyticsStoreUser  

45. DecimalQuantityDesigntime  

46. DecimalQuantityRuntime  

47. DocumentBuilderUser 



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