Assign Product Discovery Permissions

Permissions for Authenticated Users

Authenticated users means both customers with a portal account, and your internal users who need access to Product Discovery.

For internal Salesforce Lightning Console users, and for customers and partners with Experience Cloud accounts, assign the respective Product Catalog Management permission set. See Product Catalog Management Permission Set Licenses.

To provide access to use Guided Product Selection, assign the OmniStudio User permission set in addition to the Product Catalog Management permission set.

Note The permission set is available only after Guided Product Selection is set up. Guided Product Selection is available only to Salesforce Lightning Service Console users.

Permissions for Guest Users

Guest users are customer portal visitors who don't have an active portal account.

To the guest user profile, provide the necessary administrative permissions, general user permissions, object and field-level permissions, and data access.

• Assign these administrative permissions.
  • Salesforce Pricing: Run time user
  • Context Service Run time user
  • API Enabled
• Assign these general user permissions.
  • Allow access to Product Discovery
  • Grant users access to Industries Interaction Calculation features
  • Run Decision Matrices
  • Run Expression Sets
  • View Product Catalog for Customer Community User
  • View Product Catalog via API for Customer Community User
  • To use Guided Product Selection, select ‘Enables consumers and partners to execute OmniScripts, DRs, Cards through a Community or off platform’
• Assign read access to these standard objects. Then for each of these standard objects, edit field-level security and provide read access to all the fields.
  • Attribute Categories
  • Attribute Category Attributes
  • Attribute Definitions
  • Attribute Picklists
  • Attribute Picklist Excluded Values
  • Attribute Picklist Values
  • Catalogs
  • Categories
  • To use qualification or pricing:
    • Decision Matrices
    • Decision Matrix Columns
    • Decision Matrix Column Ranges
    • Decision Matrix Rows
    • Decision Matrix Versions
    • Expression Sets
    • Expression Set Versions
  • To use pricing, Price Books
  • Products
  • Product Attribute Definitions
  • Product Category Disqualifications
  • Product Category Products
  • Product Category Qualifications
  • Product Classifications
  • Product Classification Attributes
  • Product Component Groups
  • Product Component Group Overrides
  • Product Disqualifications
  • Product Qualifications
  • Product Related Component Overrides
  • Product Relationship Types
  • Product Selling Models
  • Product Specification Record Types
  • Product Specification Type
  • To use ramp deals, Product Ramp Segment
    

    Note The Product Ramp Segment object is available only when you have Agentforce Revenue Management and Ramp Deals enabled.
  • To use usage-based pricing, Unit Of Measure
    

    Note The Unit of Measure object is available only when you have Agentforce Revenue Management and Ramp Deals enabled.