Configure Permissions for Enterprise Sales Management Cart Templates (Managed Package)

As an admin, you first enable cart templates at the organization level. After the org-wide setting is active, you can optionally configure user-specific settings to control which users can apply templates to the Enterprise Sales Management working cart.

1. Enable Organization-Level Visibility

   The enableCartTemplate global setting controls the visibility of the Cart Templates tab in the Enterprise Sales Management product catalog. This setting is set to false by default to prevent users from seeing an empty template tab before any templates are created.

   To enable and configure access and visibility settings for Enterprise Sales Management cart templates, update the integration procedure settings.

   1. Navigate to your Integration Procedures.
   2. Find and open the ESMGuidedGetConfigData Integration Procedure.
   3. Locate the ConfigData block within the structure.
   4. To enable the feature, add or update the field enableCartTemplate and set its value to true.
   

   Note Ensure that the key name is exactly as specified, that is, enableCartTemplate, to avoid configuration errors.
2. Configure User-Level Permissions

   If you've enabled the ESMPermissionBasedFeatureAccess flag in the CPQ configuration settings, you can assign the Apply Enterprise Cart Template permission in the customer permissions section to control template application functionality. This allows for granular control over who can apply templates.

   

   Note This setting is optional and is only applicable if you've enabled the Enterprise Sales Management custom permissions flag. Without this custom permission, users can still view the Cart Templates tab, but the option to apply a template remains disabled.