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CPQ Permission Requirements for Advanced Approvals
CPQ admins and sales reps require different types of permissions based on actions they can take within the Advanced Approvals package. (Salesforce CPQ Managed Package)
Required Editions
| Available in: Salesforce CPQ Summer ‘16 and later with Advanced Approvals 3.1 and later |
To use the Advanced Approvals package, all users require the following permissions at a minimum.
- Read access to the User object
- Visibility to all standard fields on the User object
- Record-level access to users associated with approvers
Add further permissions based on the type of actions each user needs to perform.
| User Type/Condition | Read | Create | Edit | Delete |
|---|---|---|---|---|
| Create Quotes (Sales Reps) |
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| Quote Templates (Admin) |
|
none | none | none |
| Sales Reps |
|
none | none | none |
| Product bundles where sales reps select component offerings after adding a bundle to a quote |
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| Product bundles (Admin) |
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| Sales Reps with the ability to group line items |
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| Block prices (Admin) |
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| Block prices (Sales Reps) |
|
none | none | none |
| Cost & markup pricing on products (Admin) |
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| Cost & markup pricing on products (Sales Reps) |
|
none | none | none |
Discount Schedules (Admin) |
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| Discount Schedules (Sales Reps) |
|
none | none | none |
| Contracted Prices (Admin) |
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| Contracted Prices (Sales Rep) |
|
none | none | none |
| Price Rules (Admin) |
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| Price Rules (Sales Rep) |
|
none | none | none |
| Guided Selling (Admin) |
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| Guided Selling (Sales Rep) |
|
none | none | none |
| Product Rules (Admin) |
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| Product Rules (Sales Rep) |
|
none | none | none |
| Dynamic Quote Terms (Admin) |
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| Dynamic Quote Terms (Sales Rep) |
|
none | none | none |
| Dynamic Proposals to include PDF docs in Quotes (Admin) |
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| Dynamic Proposals to include PDF docs in Quotes (Sales Rep) |
|
none | none | none |
| SolutionGroups (Admin) |
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| Solution Groups (Sales Rep) |
|
none | none | none |
| Renewals on Opportunities & Quotes (Sales Rep) |
|
none | none | none |
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