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            Specify Security Settings for the Salesforce Spiff Commission Estimator Objects and Fields

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            Specify Security Settings for the Salesforce Spiff Commission Estimator Objects and Fields

            To set field-level and object-level security on the Quote, Quote Line, Opportunity, and Opportunity Product objects for users who make commission callouts to Salesforce Spiff, create another permission set.

            Required Editions

            Available in: both Salesforce Classic (not available in all orgs) and Lightning Experience
            Available in: Enterprise, Unlimited, and Developer Editions
            Available for an additional cost in: Professional Edition with Web Services API Enabled
            User Permissions Needed
            To create Salesforce permission sets:

            (Salesforce) Manage Profiles and Permission Sets

            AND

            View Setup and Configuration
            To assign Salesforce permission sets: (Salesforce) Assign Permission Sets
            Tip
            Tip If users already have permission through a permission set or profile, skip these steps.
            1. Create a permission set with the API Name Commission_Fields_Access and that uses the Salesforce license type.
            2. After you save the permission set, go to the permission set details and click Object Settings.
            3. Search or browse for the Quote object, click Edit, turn on Read Access for these fields, and save your changes.
              Settings for the Quote object on a permission set
              • All the custom commission estimation fields you added to the Quote object
              • The standard fields Id, Name, OwnerId, LastModifiedById, LastModifiedDate, SystemModstamp, LastReferencedDate, LastViewedDate, CreatedById, CreatedDate, and CurrencyIsoCode
            4. Repeat the previous step for the Quote Line, Product, and Product Opportunity objects.
            5. Assign the permission set to all users who make callouts to Spiff for commission estimation.
             
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