Configuring a Permission Set

Go to Setup > Manage Users > Permission Sets. The Permission Sets page is displayed.
Click New. The Create page is displayed.
Enter the following details:
1. Label: Enter a label for the permission set. For example, CPQ Sales User – Partner.
2. API Name: The field is automatically populated.
3. Description: Enter a description for the permission set.
4. License: Select the Partner Community license for this permission set.
Click Save. The CPQ Sales User – Partner permission set is created. You must complete the following configuration.

Assigned Apps

Click Assigned Apps. The Assigned Apps page is displayed.
Click Edit and select the Visible checkbox for the following apps:
- Apttus_Proposal.Apttus Proposal Management (Apttus_Proposal__ApttusProposalManagement)
- Apttus_Proposal.Apttus Proposal Management (Lightning) (Apttus_Proposal__ApttusProposalManagement_Lightning)
Click Save.

Object Settings

Click Object Settings. The Object Settings page is displayed.
Click the required object name link. The <object> page is displayed.

Click Edit. Configure the following settings:


Object Name	Object Permissions	Tab Settings
Accounts	Read	--
Adjustment Line Items	Read, Create, Edit, Delete	--
Admin	Read	--
Agreement Action Conditions	Read	--
Agreement Clauses	Read, Create	--
Agreement Documents	Read, Create	--
Agreement Explorer	Read, Create, Edit, Delete	--
Agreement Line Items	Read, Create, Edit, Delete	--
Agreement Locks	Read	--
Agreement Price Rules	Read, Create, Edit, Delete	--
Agreement Price Tiers	Read, Create, Edit, Delete	--
Agreement Protection	Read	--
Agreement Rule Conditions	Read	--
Agreement Rules	Read	--
Agreements	Read, Create	--
Agreements	Read	--
Agreement Term Exceptions	Read, Create, Edit, Delete	--
App Assignments	Read	--
App Files	Read	--
Application Features	Read	--
Applied Expression Infos	Read, Create, Edit, Delete	--
Applied Rule Action Infos	Read, Create, Edit, Delete	--
Applied Rule Infos	Read, Create, Edit, Delete	--
Apps	Read	--
Asset Attribute Value History	Read, Create, Edit, Delete	--
Asset Attribute Values	Read, Create, Edit, Delete	--
Asset Line Item History	Read, Create, Edit, Delete	--
Asset Line Items	Read, Create, Edit, Delete	--
Asset Transaction History	Read, Create, Edit, Delete	--
Asset Usage Price Tier History	Read, Create, Edit, Delete	--
Asset Usage Price Tiers	Read, Create, Edit, Delete	--
Async Merge Calls	Read, Create, Edit, Delete	--
Attribute Group Translations	Read, Create, Edit, Delete	--
Attribute Value Matrices	Read	--
Attribute Value Matrix Entries	Read, Create	--
Bundle Components	Read	--
Categories	Read	--
Category Hierarchies	Read	--
CategoryTranslations	Read	--
Charge Group Members	Read	--
Charge Groups	Read	--
Charge Types	Read	--
Collaboration Requests	Read, Create, Edit, Delete	--
Constraint Rule Action Expressions	Read	--
Constraint Rule Actions	Read	--
Constraint Rule Conditions	Read	--
Constraint Rules	Read	--
Content Events	Read, Create, Edit, Delete	--
Cost Adjustments	Read	--
Cost Items	Read	--
Cost Line Items	Read	--
Cost Models	Read	--
Cycle Time Field Data	Read, Create, Edit	--
Cycle Time Fields	Read, Create, Edit	--
Cycle Time Group Data	Read, Create, Edit	--
Cycle Time Groups	Read, Create, Edit	--
Doc Assembly Components	Read	--
Doc Assembly Rules	Read	--
Doc Assembly Rulesets	Read	--
Document Agreement Clauses	Read	--
Document Collate Infos	Read	--
Document Version Details	Read, Create, Edit	--
Document Versions	Read, Create, Edit	--
External Order Adjustment Items	Read, Create, Edit, Delete	--
External Order Summary	Read, Create, Edit, Delete	--
External Order Summary Items	Read, Create, Edit, Delete	--
Favorite Configurations	Read, Create, Edit, Delete	--
Features	Read	--
Feature Sets	Read	--
Field Expressions	Read	--
Footnote	Read	--
Formula Fields	Read, Edit	--
Formula Fields (Comply)	Read	--
Frequency/UOM Conversion Rates	Read, Create	--
Guided Questions	Read	--
Guided Search Rule Entries	Read	--
Guided Search Rule Filters	Read	--
Guided Selling Rules	Read	--
Help Docs	Read	--
Line Item Rollups	Read, Create, Edit, Delete	--
Line Items	Read, Create, Edit, Delete	--
Merge Event Details	Read, Create, Edit, Delete	--
Merge Events	Read, Create, Edit, Delete	--
Opportunities	Read, Create, Edit	--
Payment Terms	Read	--
Permission Set Relationships	Read	--
Price Breakups	Read	--
Price Dimensions	Read	--
Price Escalators	Read	--
Price List Categories	Read	--
Price List Items	Read, Create, Edit	--
Price Lists	Read, Create, Edit	--
Price Matrices	Read	--
Price Matrix Entries	Read	--
Price Rule Entries	Read	--
Price Rules	Read	--
Price Rulesets	Read	--
Product Attribute Group Members	Read, Create, Edit	--
Product Attribute Groups	Read, Create, Edit	--
Product Attribute Matrix Views	Read, Create, Edit	--
Product Attribute Rule Actions	Read, Create, Edit	--
Product Attribute Rules	Read, Create, Edit	--
Product Attribute Rule Views	Read, Create, Edit, Delete	--
Product Attributes	Read, Create, Edit	--
Product Attribute Values	Read, Create, Edit	--
Product Classifications	Read, Create, Edit	--
Product Configurations	Read, Create, Edit, Delete	--
Product Constraint Entries	Read, Create, Edit, Delete	--
Product Constraints--	Read, Create, Edit, Delete	--
Product Constraint Views	Read, Create, Edit, Delete	--
Product Default Rule Filters	Read, Create, Edit, Delete	--
Product Default Rules	Read	--
Product Default Values	Read, Create, Edit, Delete	--
Product Features	Read, Create, Edit, Delete	--
Product Feature Values	Read, Create, Edit, Delete	--
Product Filter Views	Read, Create, Edit, Delete	--
Product Footnotes--	Read, Create, Edit	--
Product Group Members	Read, Create, Edit	--
Product Groups	Read, Create, Edit, Delete	--
Product Hierarchy Views	Read, Create, Edit, Delete	--
Product Information	Read, Create, Edit	--
Product Option Components	Read, Create, Edit	--
Product Option Groups	Read, Create, Edit	--
Product Option Prices	Read, Create, Edit	--
Products	Read	--
Product Translations--	Read, Create, Edit, Delete	--
Proposal Adjustment Line Items	Read, Create, Edit, Delete	--
Proposal Document Output Formats	Read	--
Proposal Footnotes	Read, Create, Edit, Delete	--
Proposal Incentive Benefit Data	Read, Create, Edit, Delete	--
Proposal Incentive Limit Data	Read, Create, Edit, Delete	--
Proposal Line Items	Read, Create, Edit, Delete	--
Proposal Location	Read, Create, Edit, Delete	--
Proposal Product Attribute Values	Read, Create, Edit, Delete	--
Proposal Related Line Items	Read, Create, Edit, Delete	--
Proposal Requests	Read, Create, Edit, Delete	--
Proposal Rollup Data	Read, Create, Edit, Delete	--
Proposals	Read, Create, Edit	Visible
Proposal Summary	Read, Create, Edit, Delete	--
Proposal Summary Groups	Read, Create, Edit, Delete	--
Proposal Tax Breakups	Read, Create, Edit, Delete	--
Proposal Usage Price Tiers	Read, Create, Edit, Delete	--
Published Favorites	Read, Create, Edit, Delete	--
Query Template Filters	Read	--
Query Template Qualifiers	Read	--
Query Templates	Read	--
Related Account Locations	Read	--
Related Agreements	Read, Create, Edit	--
Related Asset Line Items	Read, Create, Edit, Delete	--
Related Incentives	Read, Create, Edit, Delete	--
Related Line Items	Read, Create, Edit, Delete	--
Related Opportunity Line Item Colls	Read, Create, Edit, Delete	--
Related Opportunity Line Items	Read, Create, Edit, Delete	--
Related Price List Items	Read, Create, Edit, Delete	--
Related Products	Read, Create, Edit, Delete	--
Retention Policies	Read, Create, Edit, Delete	--
Revenue Recognition Policies--	Read, Create, Edit, Delete	--
Revenue Split/Merge Policies	Read, Create, Edit, Delete	--
Revenue Split Policy Entries	Read, Create, Edit, Delete	--
Rollup Data	Read, Create, Edit, Delete	--
Saved Searches	Read, Create, Edit, Delete	--
Search Attribute Values	Read	--
Search Filters (Comply)	Read	--
Search Filters (CPQ)	Read	--
Service Locations--	Read, Create, Edit, Delete	--
Setting Groups	Read, Create, Edit, Delete	--
Smart Search Activity History	Read, Create, Edit, Delete	--
Summary Groups	Read, Create, Edit, Delete	--
Temp Display Columns	Read, Create, Edit, Delete	--
Temp Filters	Read, Create, Edit, Delete	--
Temp Incentive Benefit Data	Read, Create, Edit, Delete	--
Temp Incentive Limit Data	Read, Create, Edit, Delete	--
Template Clause References	Read, Create, Edit, Delete	--
Template Clause Reference Versions	Read, Create, Edit, Delete	--
Template Datasource Filters	Read, Create, Edit, Delete	--
Template Dynamic Sections	Read, Create, Edit, Delete	--
Template Dynamic Section Versions	Read, Create, Edit, Delete	--
Templates	Read	--
Template Versions	Read, Create, Edit, Delete	--
Temp Objects	Read, Edit	--
Temp Objects (CPQ)	Read, Create, Edit, Delete	--
Temp Relate Data	Read, Create, Edit, Delete	--
Temp Renew Asset Groups	Read, Create, Edit, Delete	--
Temp Renew Asset Line Items	Read, Create, Edit, Delete	--
Temp Renews	Read, Create, Edit, Delete	--
Temp Rollup Data	Read, Create, Edit, Delete	--
Term Exceptions	Read	--
Totaling Groups	Read, Create, Edit, Delete	--
Transfer Prices	Read, Create, Edit, Delete	--
Usage Price Tiers	Read, Create, Edit, Delete	--
User Views	Read	--

Click Save.

Apex Class Access

Click Apex Class Access. The Apex Class Access page is displayed.
Click Edit.
From the Available Apex Classes list, select CPQ-related classes.
Click Add to move them to the Enabled Apex Classes list.
Click Save.

Visualforce Page Access

Click Visualforce Page Access. The Visualforce Page Access page is displayed.
Click Edit.
From the Available Visualforce Pages list, select CPQ-related pages.
Click Add to move them to the Enabled Visualforce Pages list.
Click Save.

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Configuring a Permission Set

Assigned Apps

Object Settings

Apex Class Access

Visualforce Page Access

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