Salesforce CPQ Permissions

Dive deep into the realm of Salesforce CPQ (Configure, Price, Quote) with our expert guide on understanding and managing permissions within this powerful tool. This blog is your go-to resource for mastering Salesforce CPQ permissions, designed to ensure your team operates efficiently and securely within the Salesforce environment.

In this blog, you will learn:

• Salesforce CPQ permissions
• Salesforce CPQ Permission Set Organization
• Key guidelines for Salesforce CPQ permissions
• Object-specific permissions in Salesforce CPQ

Salesforce CPQ Permission Sets

CPQ permission sets are used to define access levels for different users. For example, Admins need the ability to configure product bundles, prices, and discounts, whereas a sales user’s access may only be limited to quote creation.

Default CPQ Permission Sets

Four default permission sets are available out-of-the-box that can be cloned and

customized per the business needs.

• Salesforce CPQ Admin User
• Salesforce CPQ User
• Salesforce CPQ Partner User
• Salesforce CPQ Customer User

Access-type Permission Sets

These are a collection of permissions important for Salesforce CPQ data security.

• Assigning “access-type permission sets” directly to users without cloning or editing is advisable since it reduces the risk of missing important data security updates for new releases.

Salesforce CPQ Permission Set Organization

Key Guidelines for Salesforce CPQ Permissions

• Users that do not have a CPQ permission set license cannot modify CPQ objects and fields.
• Mapping value from the source twin field to the target field requires edit access on the target field and read access on the source field.
• A user must have “QuoteLine Delete” permission to delete quote lines in the editor.
• Users who create orders or contracts from orders in Salesforce CPQ require read and write access to standard order and order product fields.

Object Permissions in Salesforce CPQ

Contracting Permissions 

To contract an opportunity without an order, the object-specific access is as follows:

Read

• Account
• Opportunity
• Opportunity Line item
• Product
• Quote
• Quote Lines
• Quote Line Groups

Create

• Asset
• Contract
• Quote
• Quote Lines
• Subscription
• Subscribed Asset

Edit

• Asset
• Contract
• Quote
• Quote Lines
• Subscription
• Subscribed Asset

Delete

• Contract
• SubscribedAsset

Order Permissions

To create an order from a quote, the object-specific access is as follows:

Read

• Account
• Opportunity
• OpportunityLineltem
• Product
• Quote
• Quote Lines
• Quote Line Groups

Create

• Order
• Order Item

Edit

• Order
• Order Item

Delete

• No additional access is required

Pricing Permissions

Users creating Quotes should have the following object-specific access

Read

• Opportunity
• Quote
• Quote Document
• Quote Lines
• Quote Line Groups
• Quote Templates
• Template Sections
• Template Content

Create

• Quote
• Quote Document
• Quote Lines
• Quote Line Groups

Edit

• Opportunity
• Quote
• Quote Document
• Quote Lines
• Quote Line Groups

Delete

• Quote
• Quote Document
• Quote Lines
• Quote Line Groups

Product Configuration Permissions

Product Rules object-specific access are as follows:

Read 

• Product Actions
• Product Rules

Create

• Product Actions
• Product Rules

Edit

• Product Actions
• Product Rules

Delete

• Product Actions
• Product Rules

Use Case

A standard profile user with a CPQ license is trying to configure CPQ features, but the system keeps showing an “Insufficient Privileges” error. How can the CPQ Specialist provide access to the user?

Solution: Assign CPQ admin permission sets.

Reason: The user having the CPQ license might be missing the default permissions on the user record and must be assigned “Salesforce CPQ Admin User” and “Salesforce CPQ Admin User Access” permission sets to grant the permission to configure CPQ features.

Conclusion

Mastering Salesforce CPQ permissions is fundamental to leveraging the full potential of the Salesforce CPQ system. Properly managing permission sets secures your CPQ data and ensures that every user has the right level of access to perform their roles effectively. From understanding default permission sets to customizing access for different user types, the key to a successful Salesforce CPQ implementation lies in detailed attention to permission management.

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