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Pricing Permissions
Depending on your settings and your company’s internal processes, it can be necessary to customize pricing permissions for your users. (Salesforce CPQ Managed Package)
Products and Pricing
| Action | Read | Create | Edit | Delete | Notes |
|---|---|---|---|---|---|
| Users creating Quotes |
|
|
|
|
None |
| Deleting quote lines in the quote line editor | None | None | None |
|
|
| Block Prices (Admin) |
|
|
|
|
None |
| Block Prices (Sales Rep) |
|
None | None | None | None |
| Cost Markup Pricing on Products (Admin) |
|
|
|
|
None |
| Cost Markup Pricing on Products (Sales Rep) |
|
None | None | None | None |
Discount Schedules (Admin) |
|
|
|
|
None |
| Edit predefined discount schedules (Sales Rep) |
|
None | None | None | None |
| Create and customize discount schedules (Sales Rep and Admin) |
|
|
|
|
None |
| Contracted Prices (Admin) |
|
|
|
|
None |
| Contracted Prices (Sales Rep) |
|
None | None | None | None |
| Price Rules (Admin) |
|
|
|
|
None |
| Price Rules (Sales Rep) |
|
None | None | None | None |
| Guided Selling (Admin) |
|
|
|
|
None |
| Guided Selling (Sales Rep) |
|
None | None | None | None |
| Triggering asynchronous calculation |
|
|
|
|
None |
| Sales Reps with the ability to group line items |
|
|
|
|
None |
| Contract an Opportunity |
|
|
Even if the opportunity or order doesn't contain any one-time products (and doesn’t produce any assets after contracting), users still need read and write permissions on the asset object in order to contract. | ||
| Solution Groups (Admin) |
|
|
|
|
None |
| Solution Groups (Sales Rep) |
|
None | None | None | None |
| Renewals on Opportunities and Quotes (Sales Reps) |
|
None | None | None | None |
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