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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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X-Author for Excel

Setting Salesforce Permissions

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To create a permission set for Designer users

Follow the standard Salesforce steps for creating a permission set and configure the following settings and permissions. After creating the permission set, assign it to one or more Designer users in your org.

Designer Users

Custom App Settings

Apttus X-Author for Excel: Visible

Tab Settings
  • X-Author for Excel: Default on
  • Apps: Default on (Visible & Available)
  • App Licenses: Default on (Visible & Available)

Custom Object & Field Permissions

Permission Sets > Permission Set Overview > Object Settings > Apps

  • Apps: Read / Create / Edit / Delete
  • Field Permissions: Read All, Edit All


Permission Sets > Permission Set Overview > Object Settings > App Assignments

  • App Assignments: Read / Create / Edit / Delete
  • Field Permissions: Read All, Edit All


Permission Sets > Permission Set Overview > Object Settings > App Files

Only required for Check-in/Check-out

  • App Files: Read / Create / Edit / Delete
  • Field Permissions: Read All, Edit All

Enabled Apex Class Access

Apttus_XApps.AppBuilderWS

Enabled Visualforce Page Access
  • Apttus_XApps.SearchSelectAction
  • Apttus_XApps.Landing
  • Apttus_XApps.LicenseManager
  • Apttus_XAppsDS.DesignerInfo
  • Apttus_XAppsDS.AppAssignmentOverview
  • Apttus_XAppsDS.AppAssignmentUsers
  • Apttus_XAppsDS.AppAssignmentProfiles
Salesforce
X-Author for Excel

January 2, 2025