# Licenses, feature toggles and setup sequence

*Revenue Management Consultant Study Guide · Implementation Readiness · Last updated October 29, 2026 · https://www.certifyforce.com/study-guide/revenue-management-consultant/implementation-readiness/licenses-feature-toggles-and-setup-sequence*

Which Revenue Cloud Growth, Advanced and Billing licence covers each functional area, how event credits are counted, the preconfiguration order, the Revenue, Quote and Order Settings a readiness checklist needs, and how to extend standard permission sets without cloning them.

- Certification: Salesforce Revenue Management Consultant
- Exam section: Implementation Readiness
- Study guide: https://www.certifyforce.com/study-guide/revenue-management-consultant

**Official exam objective:**

> Plan implementation readiness, including required licenses, permission sets, and prerequisite feature toggles.

## What the exam expects

- Pick the Revenue Cloud Growth, Advanced or Billing licence from a list of required capabilities, and flag deployment blockers such as Government Cloud.
- Explain which activities consume event credits (internal versus external use).
- Order the preconfiguration work: scratch org features, access, permission sets, Context Service, console app.
- List the Revenue Settings, Quote Settings and Order Settings a readiness checklist needs, and tell foundational toggles from optional ones.
- Extend standard permission sets with custom, muting and group sets instead of cloning, and name the permissions that gate enablement.

Key terms: **Revenue Settings** (the Setup page with Revenue Management toggles); **application usage type** (the tag that marks quotes, orders and contracts as Revenue Management records); **event credits** (usage units that certain activities consume); **muting permission set** (removes permissions inside a permission set group); **CoreCpq** (the scratch org feature that turns on Revenue Management objects).

## Key facts

| Fact | Detail | Source |
|---|---|---|
| Growth scope | Catalog, Pricing, Configurator, Transaction Management, Document Builder | [License Comparison](https://help.salesforce.com/s/articleView?id=ind.revenue_licenses_areas_and_features.htm&language=en_US&type=5) |
| Not with Growth | Contracts, DRO, Billing, Agentforce for Revenue Management | [License Comparison](https://help.salesforce.com/s/articleView?id=ind.revenue_licenses_areas_and_features.htm&language=en_US&type=5) |
| Billing licence only | Usage and milestone invoices, invoice PDFs, emailed invoices, invoice grouping | [License Comparison](https://help.salesforce.com/s/articleView?id=ind.revenue_licenses_areas_and_features.htm&language=en_US&type=5) |
| Government Cloud | Revenue Management components don't function there | [Get Started](https://help.salesforce.com/s/articleView?id=sf.revenue_lifecycle_management_get_started.htm&language=en_US&type=5) |
| Internal pricing | Not Billed; external pricing API calls are Billed | [Billable Usage Types](https://help.salesforce.com/s/articleView?id=ind.revenue_lifecycle_management_usage_types.htm&language=en_US&type=5) |
| Submit Order to DRO | Billed for internal and external use | [Billable Usage Types](https://help.salesforce.com/s/articleView?id=ind.revenue_lifecycle_management_usage_types.htm&language=en_US&type=5) |
| Enable Revenue Settings | Customize Application and Manage Revenue Cloud | [Enabling Revenue Settings](https://help.salesforce.com/s/articleView?id=sf.qocal_turn_on_quote_and_order_capture.htm&language=en_US&type=5) |
| Transaction processing | Can't be turned off once activated | [Enabling Revenue Settings](https://help.salesforce.com/s/articleView?id=sf.qocal_turn_on_quote_and_order_capture.htm&language=en_US&type=5) |
| Scratch org | CoreCpq feature plus revenueManagementSettings > enableCoreCPQ | [Scratch Org](https://help.salesforce.com/s/articleView?id=ind.add_revenue_cloud_licenses.htm&language=en_US&type=5) |
| Automatic assetization with DRO | Submitting user and fulfillment user both need Assetize Order | [DRO Permission Sets](https://help.salesforce.com/s/articleView?id=sf.dro_permission_sets_in_dynamic_revenue_orchestrator.htm&language=en_US&type=5) |

## Check yourself

- Why can't a Billing-licence-only org run quoting?
- Why does generating a quote document not consume event credits?
- Which preconfiguration step comes right before setting up the console app?
- Why might the Product Configurator permission sets be missing from Setup?

## Sources

- [Revenue Management License Comparison](https://help.salesforce.com/s/articleView?id=ind.revenue_licenses_areas_and_features.htm&language=en_US&type=5)
- [Enabling Revenue Settings](https://help.salesforce.com/s/articleView?id=sf.qocal_turn_on_quote_and_order_capture.htm&language=en_US&type=5)
- [Preconfiguration Steps](https://help.salesforce.com/s/articleView?id=ind.rev_cloud_setup_preconfigurationsteps.htm&language=en_US&type=5)
- [Get Started with Revenue Management](https://help.salesforce.com/s/articleView?id=sf.revenue_lifecycle_management_get_started.htm&language=en_US&type=5)
- [Revenue Management Billable Usage Types](https://help.salesforce.com/s/articleView?id=ind.revenue_lifecycle_management_usage_types.htm&language=en_US&type=5)
- [Enable Revenue Management Features in Your Scratch Org](https://help.salesforce.com/s/articleView?id=ind.add_revenue_cloud_licenses.htm&language=en_US&type=5)
- [Set Up Access for Revenue Management](https://help.salesforce.com/s/articleView?id=ind.create_profiles.htm&language=en_US&type=5)
- [Assign Revenue Management Permission Sets to System Admin](https://help.salesforce.com/s/articleView?id=ind.admin_permission_sets.htm&language=en_US&type=5)
- [Assign Revenue Management Permission Sets to Your Users](https://help.salesforce.com/s/articleView?id=revenue_cloud_permission_sets_table.htm&language=en_US&type=5)
- [Permission Sets in Dynamic Revenue Orchestrator](https://help.salesforce.com/s/articleView?id=sf.dro_permission_sets_in_dynamic_revenue_orchestrator.htm&language=en_US&type=5)
- [Get Ready for Your Revenue Management Implementation](https://help.salesforce.com/s/articleView?id=ind.setup_revenue_cloud.htm&language=en_US&type=5)

## About the full unit

The "Core concepts", "Exam traps" and "Worked scenario" sections of this unit, its 12 linked practice questions, and unlimited timed mock exams are included with the Revenue Management Consultant pack (USD $19): https://www.certifyforce.com/practice-exams