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.
