Configuring Field-Level Security
- Go to Setup > Create > Objects. The Custom Objects page is displayed.
- Click the Quote/Proposal object link. The Quote/Proposal (Managed) page is displayed.
- In the Custom Fields & Relationships related list, click the Price List field link. The Price List (Managed) page is displayed.
- Click Set Field-Level Security. The Set Field-Level Security page is displayed.
- Select the Visible checkbox for the required profile and click Save. For example, Partner Community User Cloned.
- Repeat step 3 to 5 for the following fields and other required fields for the Quote/Proposal object:
- Approval Stage
- Approval Status
- Opportunity
- Account
- Proposal Name
Note:If you add or remove any field or object, you must configure field-level security for those fields and objects.
- Repeat step 2 to 6 for the CPQ-related custom objects.
