Comprehensive and Detailed Explanation From Exact Extract:
Revenue Cloud’s document generation (DocGen) capabilities for Revenue Lifecycle Management leverage Microsoft Word as the template and clause authoring environment via an add-in. Salesforce provides a dedicated permission set for users who need to actually design and edit templates in Microsoft Word.
The documentation for DocGen and template design describes a permission set similar to:
Microsoft 365 Word Designer
Assign this permission set to users who design and edit document templates using the Microsoft 365 Word add-in for Revenue Lifecycle Management. This permission set enables access to the Word-based template designer experience.
The DocGen Designer permission set allows the user to manage document packages, configurations, and related document-generation assets within Salesforce. The Clause Designer User permission set allows management and usage of clauses, including organizing and inserting them into templates. However, to open Microsoft Word and actually build/edit the Master Subscription Agreement (MSA) document template with clauses, the consultant must also have Microsoft 365 Word Designer.
Why the other options are incorrect:
Option A – OmniStudio AdminThis permission set is related to OmniStudio tools (FlexCards, OmniScripts, etc.), which are not required to build Word-based DocGen templates. It’s not referenced as a requirement in the Revenue Cloud / RLM DocGen template design flow.
Option B – Obligation AssigneeObligation-related permission sets are used to manage obligations and related tasks (for example, tracking contractual obligations, assignments, or approvals). They are not required just to design or edit a document template with clauses. The documentation clearly separates obligation management from template design.
Therefore, the correct additional permission set required to start building the MSA template with clauses in Word is Microsoft 365 Word Designer (Option C).
References (Salesforce Revenue Cloud documentation / study materials):
Salesforce Revenue Lifecycle Management / Revenue Cloud: DocGen Setup and Permissions
Salesforce Revenue Lifecycle Management Implementation Guide: Document Generation and Clause Management
Salesforce Help: Permission Sets – DocGen Designer, Clause Designer User, Microsoft 365 Word Designer
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