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