Assign Permission Sets for Intelligent Sales

Assign the ActionPlans, Health Cloud Foundation, and Industries Visits permission sets to your users so that they can use Intelligent Sales.

Available in: Lightning Experience

Available in: Enterprise and Unlimited Editions with Health Cloud or Health Cloud for Life Sciences


User Permissions Needed
To assign permission sets: Assign Permission Sets

AND

View Setup and Configuration
  1. From Setup, enter Permission Sets in the Quick Find box and select Permission Sets.
  2. Select ActionPlans and click Manage Assignments.
  3. Click Add Assignments, select your users, and click Assign.
Repeat these steps for the Health Cloud Foundation and Industries Visits permission sets.