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Insurance View Quote Permission Set
Give your agents access to view quotes with the Insurance View Quote permission set.
Access Provided by the Insurance View Quote Permission Set
This permission set is delivered in the Insurance managed package and provides read-only access to the following objects:
-
Account
-
Attribute Assignment
-
Compiled Attribute Override
-
Contact
-
Contract
-
Group Census
-
Jurisdiction
-
Opportunity
-
Pricebook
-
Price List
-
Price List Entry
-
Producer Commission
-
Product
-
Product Child Item
-
Product Requirement
-
Quote
-
Quote Item Relationship
-
Quote Line Item
-
Quote Line Item Group Class
-
Quote Pricing Adjustment
Additionally, this permission set grants read-only access to certain fields on some of the objects listed above.
Object |
Field |
|---|---|
Account |
Billing Address |
Calculated Address |
|
Contact |
|
Industry |
|
Phone |
|
Type |
|
Website |
|
Attribute Assignment |
Assigned to Object Id |
Attribute |
|
Attribute Category Name |
|
Attribute Code |
|
Attribute Display Name |
|
Attribute Filterable |
|
Attribute Name |
|
Rate Band Tier |
|
Rating |
|
Rating Attributes Use |
|
Rating Input Mapping |
|
Rating Output Mapping |
|
Valid Values Data |
|
Value |
|
Value Data Type |
|
Compiled Attribute Override |
Attribute Default Values |
Attribute Metadata |
|
Attribute Rules |
|
JSONAttribute |
|
Product |
|
Product Child Item |
|
Opportunity |
Account Name |
Type |
|
Product |
Approved By |
Approved On |
|
Attribute Default Values |
|
Attribute Metadata |
|
Attribute Rules |
|
Availability |
|
Carrier |
|
Class |
|
Configurable |
|
Custom Attribute Process |
|
Omnistudio Data Mapper Bundle Name |
|
Default Image |
|
Display URL |
|
Effective Date |
|
Eligibility Criteria |
|
End Date |
|
End of Life Date |
|
Enrollment Status |
|
External Data Source |
|
External Id |
|
Formulary |
|
Global Key |
|
Image |
|
Instance Key Formula |
|
JSONAttribute |
|
Last Publish Date |
|
Lifecycle Status |
|
Line of Business |
|
Market Segment |
|
Orderable |
|
Parent Class |
|
Parent Class Code |
|
Pricing Formula |
|
Pricing Source Mapping |
|
Product Code |
|
Product Description |
|
Product Family |
|
Product Spec |
|
Provider Network |
|
Rate Band |
|
Rating Procedure Name |
|
Rating Procedure Type |
|
Recommended |
|
Record Type Name |
|
Replacement Product |
|
Reverse Processing Mode |
|
Selling End Date |
|
Selling Start Date |
|
Specification Sub Type |
|
Specification Type |
|
Standard Premium |
|
Status |
|
Sub Type |
|
Term |
|
Tier |
|
Total Insured Formula |
|
Track as Agreement |
|
Type |
|
Product Child Item |
Child Product |
Child Record Type |
|
Class Child Item |
|
Default Selected Criteria |
|
Eligibility Criteria Comments |
|
Is Optional |
|
Max Quantity |
|
Min, Max, Default |
|
Parent Product |
|
Pricing Formula |
|
Pricing Source |
|
Required Criteria |
|
Select Validation Criteria |
|
Select Validation Message |
|
SeqNumber |
|
Sub Parent Product |
|
Quote |
Account Name |
Census |
|
Commission Amount |
|
Contact Name |
|
Days Remaining |
|
Effective Date |
|
End Date |
|
Jurisdiction |
|
Monthly Premium |
|
Primary Quoted Product |
|
Primary Root Item |
|
Rating Type |
|
Record Type Name |
|
Source Asset |
|
Standard Premium |
|
Status |
|
Term |
|
Total Amount |
|
Total Amount for Term Difference |
|
Total Fee Amount |
|
Total Fee for Term |
|
Total Fee for Term Difference |
|
Total Premium for Term |
|
Total Premium for Term Difference |
|
Total Price (RootItemTotal__c) |
|
Total Price (TotalPrice) |
|
Total Sum Insured |
|
Total Tax Amount |
|
Total Tax for Term |
|
Total Tax for Term Difference |
|
Type |
|
Quote Item Relationship |
Attribute Selected Values |
Child Quote Line Item |
|
Parent Quote Line Item |
|
Quote Line Item |
Attribute Metadata Changes |
Attribute Selected Values |
|
CalculatedPriceJSON |
|
Census |
|
Fee Amount |
|
Image & Icon |
|
Jurisdiction |
|
Name (ItemName__c) |
|
Name (ProductName__c) |
|
Need Reprice |
|
Parent Item ID (ParentItemId2__c) |
|
ParentItemID (ParentItemId__c) |
|
Pricing Log |
|
Pricing Source |
|
Primary Child Line Item |
|
Product Child Item |
|
Product Child Item Sequence |
|
Product Record Type Name |
|
Product Type |
|
Rating Type |
|
Relationship Type |
|
Renew Source Plan |
|
Sub Parent Item Id |
|
Tax Amount |
|
Total Amount |
|
Total Price |
|
Total Sum Insured |
|
Quote Pricing Adjustment |
Adjustment Type |
Amount |
|
Quote Item |
|
Tax/Fee Id |
