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CPQ for Salesforce

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Adobe Sign ServicesAdvantage Platform AdministrationApprovals for Advantage PlatformApprovals for SalesforceBilling for Advantage PlatformBilling for SalesforceCLM for Advantage PlatformCLM for SalesforceContracts for SalesforceCollaborateComposer for Advantage PlatformComposer for SalesforceContractsConga for Google DocsConga Upgrade ProgramContract Intelligence (Standalone)CPQ for Advantage PlatformCPQ for SalesforceDeal MaximizerDigital Commerce for Advantage PlatformDigital Commerce for SalesforceDiscovery AI for Advantage PlatformDiscovery AI for SalesforceDocusign ServiceseSignature Integration with Advantage PlatformGridInvoice GenerationMix FormsOrchestrateOrder Management for Advantage PlatformOrder Management for SalesforcePartner Commerce for Advantage PlatformPartner Commerce for SalesforceQuote GenerationSign for Advantage PlatformSign for SalesforceSmart SearchTurboEnginesX-Author for Contracts 1.0 (Classic)X-Author for ContractsX-Author for Contracts Advanced for Advantage PlatformX-Author for Contracts Advanced for SalesforceX-Author for ExcelX-Author for Migration ManagerRelease NotesGeneral

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CPQ for Salesforce

Enabling Quote Collaboration in the Org

To define Permissions to use Quote Collaboration Feature

The administrator must define proper access permissions for user profiles to use Quote Collaboration. Otherwise, the user cannot see the collaboration feature on the Cart page. Follow the steps below to define access permissions for the user.

  1. Go to Setup> Administrator Setup> Manage Users> Profiles.
  2. Find the profile for which you want to set permissions and click Edit.
  3. Find Collaboration Request under the section Custom Object Permissions.
  4. Select one or more permission from the list below to define access for the profiles.

    Name

    Impact on the Cart Page

    Read

    A disabled collaboration icon is displayed on the Cart page.

    Create

    The collaboration icon is enabled. The actions fields in the collaboration pop-ups are enabled and the user can assign a line item to a collaborator.

    Edit

    The Update and Merge actions are enabled on collaboration pop-up and the user can edit a configuration assigned to them.

    Delete

    Cancel action is enabled on the collaboration pop-up.

    Modify All

    The Read, Delete, and Edit permissions are selected automatically. The Update, Merge, and Cancel actions are enabled on the collaboration pop-up.

    Actions performed on the collaboration request with the Modify All permission have a different impact on the collaboration status as opposed to when the Modify All permission is not selected. If Modify All is selected, when the user abandons the cart, cancels the collaboration request, or deletes the line item, the collaboration record is deleted. Otherwise, the collaboration status changes. If you do not select any permission, the collaboration icon remains disabled on the Cart page.

    For more information on collaboration status, see About Quote Lifecycle Collaboration.

  5. Click Save.
Administrator Guide
Salesforce
CPQ

February 11, 2025