Salesforce Billing Permission Requirements

To support admin and user processes for Salesforce Billing, customize profile permissions. Each profile permission contains read, create, edit, or delete access to different objects. (Salesforce Billing Managed Package)

Required Editions

Important Where possible, we changed noninclusive terms to align with our company value of Equality. We maintained certain terms to avoid any effect on customer implementations.

Available in: All Salesforce Billing Editions

Salesforce Billing comes with a permission set that grants permissions for the package’s custom objects. However, some Billing actions involve or are related to standard objects. As a managed package, Salesforce Billing can’t give permissions for standard objects, so you must provide those permissions to users manually.

Some Salesforce Billing objects, such as invoices and payments, have a master-detail relationship to the Account object. When you assign permissions for objects with a master-detail Account relationship, include access to the Account object as well.
The Order and Order Product objects are standard objects with standard fields, Salesforce CPQ fields, and Salesforce Billing fields. When you assign permissions for objects related to orders and order products, include access to the Order or Order Product as needed.

Note In Salesforce Billing, you can adjust picklist value labels, but adjusting picklist value API names isn’t supported. While it’s possible to adjust picklist value API names in Salesforce, doing so causes any instance of the picklist to malfunction.

Invoice Actions

Action	Read	Create	Edit	Delete
Create an invoice using Bill Now	Invoice Invoice Line Sub Invoice Line	Invoice Invoice Line Sub Invoice Line	Invoice Invoice Line Sub Invoice Line	None
Run an invoice scheduler	Invoice Invoice Line Sub Invoice Line	Invoice Invoice Line Sub Invoice Line	Invoice Invoice Line Sub Invoice Line	None
Post an invoice	Invoice Invoice Line Sub Invoice Line Price Book	Invoice Invoice Line Sub Invoice Line	Starting Winter ’20 for non-admins Billing Transaction Credit Note Credit Note line Credit Note’s Status field Credit Note Line’s Status field Order Order Product Usage Summary	None
Cancel an invoice using the Cancel & Rebill button	Credit Note Credit Note Line Credit Note Allocation Debit Note Debit Note Allocations (Invoice Line) Debit Note Lines Invoice Invoice Line Payment Allocations (Debit Note Line) Payment Allocations (Invoice) Payment Allocations (Invoice Line) Payments Sub Invoice Line	Credit Note Credit Note Line Credit Note Allocation	Invoice Invoice Line Credit Note Credit Note Line Credit Note Allocation	None
Apply taxes through a tax integration such as Avalara	Invoice Invoice Line Credit Note Credit Note Line Debit Note Debit Note Line	Invoice Invoice Line Credit Note Credit Note Line Debit Note Debit Note Line	None	None
Apply standard tax	Invoice Invoice Line Credit Note Credit Note Line Debit Note Debit Note Line	Invoice Invoice Line Credit Note Credit Note Line Debit Note Debit Note Line	None	None

Payment Actions

Action	Read	Create	Edit	Delete
Allocate a Payment	Debit Note Allocation (Invoice Line) Debit Note Lines Invoice Invoice Lines Payment Payment Allocation (Invoice) Payment Allocation (Invoice Lines)	Invoice Payment	Debit Note Lines Invoice Invoice Lines Payment Payment Allocation (Invoice) Payment Allocation (Invoice Lines)	None
Allocate a Credit Note	Credit Note Credit Note Allocation Credit Note Lines Invoice Lines	Credit Note	Credit Note Credit Note Allocation Credit Note Lines Invoice Lines	None
Allocate a Debit Note	Credit Note Lines Debit Note Debit Note Allocation (Credit Note Line) Debit Note Allocation (Invoice Line) Debit Note Lines Invoice Lines	Debit Note Debit Note Allocation (Invoice Line)	Credit Note Lines Debit Note Debit Note Allocation (Credit Note Line) Debit Note Allocation (Invoice Line) Debit Note Lines Invoice Lines	None
Create a credit note	Invoice Invoice Line Credit Note Credit Note Line Credit Note Allocation	Credit Note Credit Note Line Credit Note Allocation	Credit Note Credit Note Line Credit Note Allocation	None
Post a credit note	Credit Note Credit Note Line		Starting Winter ’20 for non-admins Credit Note Credit Note line Credit Note’s Status field Credit Note Line’s Status field	None
Create a debit note	Invoice Invoice Line Debit Note Debit Note Line Debit Note Allocation (Invoice Line) Debit Note Allocation (Credit Note Line)	Debit Note Debit Note Line Debit Note Allocation (Invoice Line) Debit Note Allocation (Credit Note Line)	Debit Note Debit Note Line Debit Note Allocation (Invoice Line) Debit Note Allocation (Credit Note Line)	None
Post a debit note	Credit Note Credit Note Line		Starting Winter ’20 for non-admins Debit Note Debit Note line Debit Note’s Status field Debit Note Line’s Status field	None
Create a payment	Invoice Invoice Line Debit Note Debit Note Line Payment Payment Method	Payment Payment Allocation (Invoice) Payment Allocation (Invoice Line)	Payment Payment Allocation (Invoice) Payment Allocation (Invoice Line)	None
Use the Payment Center	Invoice Invoice Line Debit Note Debit Note Line Payment Method Payment Payment Allocation (Invoice) Payment Allocation (Invoice Line) Payment Allocation (Debit Note Line) Payment Transaction	Payment Payment Allocation (Invoice) Payment Allocation (Invoice Line) Payment Allocation (Debit Note Line) Payment Method Payment Transaction	Payment Payment Allocation (Invoice) Payment Allocation (Invoice Line) Payment Allocation (Debit Note Line) Payment Transaction	None
Refund	Refund Refund Line (Payment) Refund Line (Credit Note Line) Payment Allocation (Invoice) Payment Allocation (Invoice Line) Payment Allocation (Debit Note Line) Payment Payment Method	Refund Refund Line (Payment) Refund Line (Credit Note Line)	Refund Refund Line (Payment) Refund Line (Credit Note Line) Payment Allocation (Invoice) Payment Allocation (Invoice Line) Payment Allocation (Debit Note Line) Payment	None

Usage Actions

Action	Read	Create	Edit	Delete
Create a usage record	Consumption Schedule Order Order Product Order Product Consumption Rate Order Product Consumption Schedule Price Book Price Schedule	Usage Summary Usage	Usage Summary Usage	None
Upload usage to a usage summary	Consumption Schedule Order Order Product Order Product Consumption Rate Order Product Consumption Schedule Price Book Price Schedule	Usage Summary Usage	Usage Summary Usage	None

Customer Asset Lifecycle Management

Action	Read	Create	Edit	Delete
View lifecycle-managed assets	Asset Asset Action Asset Action Source Asset State Period	None	None	None

In addition to the access in the table, give these permissions.

Sales reps: Field-level security access to objects and fields that reps update as part of asset lifecycle management
Developers using Customer Asset Lifecycle Management APIs: Access Customer Asset Lifecycle Management APIs and API Enabled permissions

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Salesforce Billing Permission Requirements

Required Editions

Invoice Actions

Payment Actions

Usage Actions

Customer Asset Lifecycle Management

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Salesforce Billing Permission Requirements

Required Editions

Invoice Actions

Payment Actions

Usage Actions

Customer Asset Lifecycle Management