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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:
- Label: Enter a label for the permission set. For example, CPQ Sales User – Partner.
- API Name: The field is automatically populated.
- Description: Enter a description for the permission set.
- 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.