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Order Permissions
Depending on your settings and your company’s internal processes, it can be necessary to customize order permissions for your users. (Salesforce CPQ Managed Package)
Orders
Note
- Create-level permissions on orders apply only to CPQ users who don't already have the Salesforce Billing permission set.
- Block prices and discount schedules also require Read access if any of your quote lines use them for pricing.
- For usage products on orders and percent of total (PoT) products on orders, no additional access is required to read, create, edit, or delete.
- Activating an order product as a standard user with standalone orders requires these permissions.
- Consumption Schedule
- Consumption Rates
- Order Item Consumption Schedule
- Order Item Consumption Rates
| Action | Read | Create | Edit | Delete |
|---|---|---|---|---|
| Contract an order |
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| Contract an order (Service Cloud) |
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| Create an order from an opportunity |
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No additional access required |
| Create an order from a quote |
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No additional access required |
| Create an order from a quote without an opportunity |
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No additional access required |
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