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Permission sets and permission set licenses for Life Sciences personas

Key Takeaway

Give every Customer Engagement user Life Sciences Core, plus the role-specific permission set for their persona. The role-specific set adds to Life Sciences Core and doesn't replace it.

Users in Life Sciences Cloud for Customer Engagement get access in two layers. A profile gives each user baseline access. Permission sets then add the Customer Engagement features and objects that the user's persona needs, such as a Field Sales Representative, a Key Account Manager, or a Field Medical User. A user can't work in Customer Engagement without the appropriate permission sets and permission set licenses.

Two layers of access

The profile is the first layer. The user license you choose when you create a user determines which profiles are available to that user. The profile then sets the user's minimum permissions and access settings before any permission sets are added.

Permission sets are the second layer. You add them on top of the profile according to the features each user should have. Each permission set is tied to a PSL.

Agentforce Life Sciences Consultant Study Guide

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