📘 Intro

Start your Salesforce Revenue Cloud practice with a free org from Trailhead.
Use the link below to launch an org that has Revenue Cloud features pre-enabled.

🔗 https://trailhead.salesforce.com/en/promo/orgs/transaction-management-with-revenue-cloud

⚙️ Enable Revenue Cloud Settings

From Setup, in the Quick Find box, enter Revenue Settings, and open the Revenue Settings page.

Ensure the following checkboxes are selected:

➤ Enable Revenue Cloud Features
➤ Enable Salesforce Pricing for this org
➤ Configure Products at Runtime (Product Configurator)
➤ Add Estimated Taxes to Quotes and Orders (if required)
➤ Enable Ramp Deals
➤ Enable Groups in Quotes and Orders
➤ As-Is Renewals

Revenue Cloud Permission Set Licenses 

You need to assign the following Permission Set Licenses to the System Admin user (yourself):

➤ OmniStudio
➤ Fulfillment User PSL
➤ Salesforce Pricing Design Time
➤ Data Pipelines Base User
➤ DocGen Designer
➤ Clause Management User
➤ Data Processing Engine PSL
➤ Contract LifeCycle Management User
➤ Business Rules Engine Runtime
➤ Obligation Management User
➤ Microsoft Word 365
➤ Usage Management Design Time
➤ Revenue Cloud User
➤ Rate Management Run Time
➤ Document Builder User
➤ Product Discovery User
➤ Wallet Management User
➤ Business Rules Engine Designer
➤ Product Catalog Management Administrator
➤ Product Catalog Management Viewer
➤ Product Configuration User
➤ Billing
➤ Usage Management Run Time
➤ Decimal Quantity DesignTime User
➤ Rate Management Design Time
➤ Decimal Quantity Runtime User
➤ Salesforce Pricing Run Time

🔍 Note:

Most Trailhead-based Revenue Cloud orgs already have many of these assigned to the System Administrator user.

Revenue Cloud Permission Sets

Assign the following Revenue Cloud Permission Sets to the System Admin (You):

➤ AnalyticsStoreUser
➤ BREDesigner
➤ BRERuntime
➤ CLMAdminUser
➤ CLMRuntimeUser
➤ ClauseDesigner
➤ ClauseUser
➤ CorePricingAdmin
➤ CorePricingDesignTimeUser
➤ CorePricingManager
➤ CorePricingRunTimeUser
➤ DFODesignerUser
➤ DFOManagerOperatorUser
➤ DROOrderSubmitInitiateUser
➤ DataProcessingEngineUser
➤ DfoAdminUser
➤ DocGenDesigner
➤ DocGenUser
➤ DocumentBuilderUser
➤ ObligationAssignee
➤ ObligationManager
➤ ObligationUser
➤ OmniStudioAdmin
➤ OrderSubmitUser
➤ ProductDiscoveryAdmin
➤ ProductDiscoveryUser
➤ RatingAdmin
➤ RatingDesignTimeUser
➤ RatingManager
➤ RatingRunTimeUser
➤ UsageManagementDesigner
➤ UsageManagementRunTimeUser
➤ WalletManagementUser
➤ DecimalQuantityDesigntime
➤ DecimalQuantityRuntime
➤ ProductCatalogManagementAdministrator
➤ ProductCatalogManagementViewer
➤ RevLifecycleManagementUsageDesignUser
➤ RevenueLifecycleManagementBillingAdmin
➤ RevenueLifecycleManagementBillingCreateInvoiceFromBillingScheduleApi
➤ RevenueLifecycleManagementBillingOperations
➤ RevenueLifecycleManagementBillingTaxAdmin
➤ RevenueLifecycleManagementBillingVoidPostedInvoiceApi
➤ RevenueLifecycleManagementCreateBillingScheduleFromBillingTransactionApi
➤ RevLifecycleManagementCalculatePricesApi
➤ RevLifecycleManagementCalculateTaxesApi
➤ RevLifecycleManagementCoreCPQAssetization
➤ RevLifecycleManagementCreateContractApi
➤ RevLifecycleManagementInitiateAmendmentApi
➤ RevLifecycleManagementInitiateCancellationApi
➤ RevLifecycleManagementInitiateRenewalApi
➤ RevLifecycleManagementPlaceOrderApi
➤ RevLifecycleManagementProductAndPriceConfigurationApi
➤ RevLifecycleManagementProductImportApi
➤ RevLifecycleManagementTaxConfiguration
➤ RevLifecycleManagementCreateOrderFromQuote
➤ RevLifecycleManagementQuotePricesTaxes

🎉🎯 Yay! Your Revenue Cloud org is ready now