Additional Set Up for Object Access and Permissions for Permission Sets for CME Spring '22

In the previous tasks you have assigned a permission set license and associated permission sets to your user. You must perform the additional tasks to gain object access and other permissions for the user.

• For content documents, the user must have Salesforce CRM Content User selected on their User Detail page in Setup. This checkbox is present if Salesforce CRM Content is enabled in Setup.

• If you're working on an Omnistudio perm enabled org, you must add the respective OmniStudio license and OmniStudio permission set. For more information, see CLM and DocGen Permission Set Combinations with Other Permission Sets for CME.

• Refer to CLM and DocGen Permission Set Combinations with Other Permission Sets for CME to see a detailed mapping of the CLM and DocGen persona with the required permission sets and sample permissions sets.

  

  Note

  Sample permission sets are recommendations. For more information on how to create and assign CLM and DocGen sample permission sets, refer to the the subsequent optional tasks.