You are here:
Pricing Permissions in Salesforce CPQ
Depending on your settings and your company’s internal processes, it can be necessary to customize pricing permissions for your users. (Salesforce CPQ Managed Package)
Products and Pricing
| Action | Read | Create | Edit | Delete | Notes |
|---|---|---|---|---|---|
| Users creating Quotes |
|
|
|
|
None |
| Deleting quote lines in the quote line editor | None | None | None |
|
|
| Block Prices (Admin) |
|
|
|
|
None |
| Block Prices (Sales Rep) |
|
None | None | None | None |
| Cost Markup Pricing on Products (Admin) |
|
|
|
|
None |
| Cost Markup Pricing on Products (Sales Rep) |
|
None | None | None | None |
Discount Schedules (Admin) |
|
|
|
|
None |
| Edit predefined discount schedules (Sales Rep) |
|
None | None | None | None |
| Create and customize discount schedules (Sales Rep and Admin) |
|
|
|
|
None |
| Contracted Prices (Admin) |
|
|
|
|
None |
| Contracted Prices (Sales Rep) |
|
None | None | None | None |
| Price Rules (Admin) |
|
|
|
|
None |
| Price Rules (Sales Rep) |
|
None | None | None | None |
| Guided Selling (Admin) |
|
|
|
|
None |
| Guided Selling (Sales Rep) |
|
None | None | None | None |
| Triggering asynchronous calculation |
|
|
|
|
None |
| Sales Reps with the ability to group line items |
|
|
|
|
None |
| Contract an Opportunity |
|
|
Even if the opportunity or order doesn't contain any one-time products (and doesn’t produce any assets after contracting), users still need read and write permissions on the asset object in order to contract. | ||
| Solution Groups (Admin) |
|
|
|
|
None |
| Solution Groups (Sales Rep) |
|
None | None | None | None |
| Renewals on Opportunities and Quotes (Sales Reps) |
|
None | None | None | None |
Did this article solve your issue?
Let us know so we can improve!
