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            Configure Permissions for Large Account Sales Management Users

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            Configure Permissions for Large Account Sales Management Users

            Sales Agents and Team Leads are two common Large Account Sales Management users. Learn more about the recommended permissions for these users.

            Recommended Permissions

            The table provides a detailed mapping of the common personas in Large Account Sales Management, along with their recommended permissions. The table lists energy-specific permission sets along with the common permission sets, such as CPQ, EPC, DC, and OM Permission Set Licenses and Permission Sets and CLM and DocGen Permission Set Licenses and Permission Sets for CME.

            Ensure that you have updated a CPQ or DC permission set with a sample code that enables access to the custom setting vlocity_cmt__CustomObjectMap__c. See Configure Your Org for Large Account Sales Management.

            Persona

            Managed Permission Sets

            Sample Permission Set Group

            Additional Permission Sets

            Sales Agent

            • EAndUCloudSalesRuntime

            • OmniStudioUser

            • DocGenIndCmeRuntimeUser

            E&U Sales Agent User

            • EnergyRuntimeB2BSalesAgent

            • EnergyRuntimeService

            • EnergyRuntimeB2CSalesAgent

            • Base:Runtime:ReadOnly

            • Base:Runtime:ViewAndManageBillPayment

            • EPC:ReadOnly:All

            • CPQ:Runtime:CartOperations

            • CPQ:Runtime:ViewAndApplyDiscounts

            • CPQ:Runtime:CPQCartUI

            • DC:Runtime:Shopping

            • SFI OmniObjects Permissions OR OmniStudio User (For OmniScript enabled Org)

            • DocGen:Runtime:All

            Team Lead

            • EAndUCloudSalesRuntime

            • OmniStudioUser

            • DocGenIndCmeRuntimeUser

            E&U Sales Team Lead

            • EnergyRuntimeB2BSalesTeamLead

            • EnergyRuntimeB2CSalesAgent

            • Base:Runtime:ReadOnly

            • Base:Runtime:ViewAndManageBillPayment

            • EPC:ReadOnly:All

            • CPQ:Runtime:CartOperations

            • CPQ:Runtime:ViewAndApplyDiscounts

            • CPQ:Runtime:CPQCartUI

            • DC:Runtime:Shopping

            • SFI OmniObjects Permissions OR OmniStudio User (For OmniScript enabled Org)

            • DocGen:Runtime:All
             
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