Salesforce Standard Objects and Fields Permissions

For functional permissions to work correctly, you must ensure permission and security access is correctly configured. The table lists the Salesforce standard objects requiring CRUD (Read, Create, Update, and Delete) access and fields requiring field-level security access needed for each permission set.

Permission Set Label	Permission Set API Name	Type	Item	Permission
IHC Concur to PSA	IHCConcurtoPSA	Object Permission	Contact	Read, View All
PSA - Approve Timecards	PSAApproveTimecards	Object Permission	Contact	Read
PSA - Calculate Utilization	PSACalculateUtilization	Object Permission	Contact	Read
PSA - Close Assignments	PSACloseAssignments	Object Permission	Contact	Read
PSA - Combine Billing Events	PSACombineBillingEvents	Object Permission	Account	Read
PSA - Create Project Resource Requests and Assign Automatically	PSACreateProjectResourceRequestsAssignAutomatically	Object Permission	Contact	Read
PSA - Create Projects	PSACreateProjects	Field Permission	Opportunity.AccountId	Read
			Opportunity.Amount	Read
			Opportunity.IsPrivate	Read
			OpportunityLineItem.ListPrice	Read
			OpportunityLineItem.ServiceDate	Read
			OpportunityLineItem.TotalPrice	Read
		Object Permission	Opportunity	Read, Edit
PSA - Edit Project Team Schedule	PSAEditProjectTeamSchedule	Object Permission	Contact	Read
PSA - Edit Skill and Certification Ratings	PSAEditSkillAndCertificationRatings	Object Permission	Contact	Read
PSA - Edit Work Planner	PSAEditWorkPlanner	Field Permission	Contact.ReportsToId	Read
		Object Permission	Contact	Read
PSA - Enter Expenses Against Projects and Assignments	PSAExpenseEntryAgainstProjectsAndAssignments	Object Permission	Contact	Read
PSA - Enter Time Against Milestones	PSAEnterTimeAgainstMilestones	Object Permission	Account	Read
			Contact	Read
PSA - Enter Time Against Projects and Assignments	PSAEnterTimeAgainstProjectsAndAssignments	Object Permission	Account	Read
			Contact	Read
			Contact	Read
PSA - Enter Time Against Tasks	PSAEnterTimeAgainstProjectTask	Object Permission	Account	Read
			Contact	Read
PSA - Generate Billing Events	PSAGenerateBillingEvents	Object Permission	Account	Read
			Contact	Read
PSA - Invoice Billing Events	PSAInvoiceBillingEvents	Object Permission	Account	Read
PSA - Manage Configuration	PSAManageConfiguration	Field Permission	Account.AccountNumber	Edit, Read
			Account.AccountSource	Edit, Read
			Account.BillingAddress	Edit, Read
			Account.Industry	Edit, Read
			Account.Ownership	Edit, Read
			Account.ParentId	Edit, Read
			Account.Rating	Edit, Read
			Account.ShippingAddress	Edit, Read
			Account.Type	Edit, Read
			Product2.Description	Edit, Read
			Product2.ProductCode	Edit, Read
		Object Permission	Account	Create, Read, Edit, Delete
			Product2	Create, Read, Edit, Delete
PSA - Manage Create Project Mappings	PSAManageCreateProjectMappings	Field Permission	Account.AccountNumber	Read
			Account.AccountSource	Read
			Account.AnnualRevenue	Read
			Account.BillingAddress	Read
			Account.Description	Read
			Account.Fax	Read
			Account.Industry	Read
			Account.Jigsaw	Read
			Account.NumberOfEmployees	Read
			Account.Ownership	Read
			Account.ParentId	Read
			Account.Phone	Read
			Account.Rating	Read
			Account.ShippingAddress	Read
			Account.Sic	Read
			Account.SicDesc	Read
			Account.Site	Read
			Account.TickerSymbol	Read
			Account.Type	Read
			Account.Website	Read
			Campaign.ActualCost	Read
			Campaign.AmountAllOpportunities	Read
			Campaign.AmountWonOpportunities	Read
			Campaign.BudgetedCost	Read
			Campaign.Description	Read
			Campaign.EndDate	Read
			Campaign.ExpectedResponse	Read
			Campaign.ExpectedRevenue	Read
			Campaign.HierarchyActualCost	Read
			Campaign.HierarchyAmountAllOpportunities	Read
			Campaign.HierarchyAmountWonOpportunities	Read
			Campaign.HierarchyBudgetedCost	Read
			Campaign.HierarchyExpectedRevenue	Read
			Campaign.HierarchyNumberOfContacts	Read
			Campaign.HierarchyNumberOfConvertedLeads	Read
			Campaign.HierarchyNumberOfLeads	Read
			Campaign.HierarchyNumberOfOpportunities	Read
			Campaign.HierarchyNumberOfResponses	Read
			Campaign.HierarchyNumberOfWonOpportunities	Read
			Campaign.HierarchyNumberSent	Read
			Campaign.IsActive	Read
			Campaign.NumberOfContacts	Read
			Campaign.NumberOfConvertedLeads	Read
			Campaign.NumberOfLeads	Read
			Campaign.NumberOfOpportunities	Read
			Campaign.NumberOfResponses	Read
			Campaign.NumberOfWonOpportunities	Read
			Campaign.NumberSent	Read
			Campaign.ParentId	Read
			Campaign.StartDate	Read
			Campaign.Status	Read
			Campaign.Type	Read
			Contract.ActivatedById	Read
			Contract.ActivatedDate	Read
			Contract.BillingAddress	Read
			Contract.CompanySignedDate	Read
			Contract.CompanySignedId	Read
			Contract.ContractTerm	Read
			Contract.CustomerSignedDate	Read
			Contract.CustomerSignedId	Read
			Contract.CustomerSignedTitle	Read
			Contract.Description	Read
			Contract.EndDate	Read
			Contract.Name	Read
			Contract.OwnerExpirationNotice	Read
			Contract.ShippingAddress	Read
			Contract.SpecialTerms	Read
			Contract.StartDate	Read
			Opportunity.AccountId	Read
			Opportunity.Amount	Read
			Opportunity.CampaignId	Read
			Opportunity.ContractId	Read
			Opportunity.Description	Read
			Opportunity.ExpectedRevenue	Read
			Opportunity.IsPrivate	Read
			Opportunity.LeadSource	Read
			Opportunity.NextStep	Read
			Opportunity.Probability	Read
			Opportunity.TotalOpportunityQuantity	Read
			Opportunity.Type	Read
		Object Permission	Account	Read
			Campaign	Read
			Contract	Read
			Opportunity	Read
			Pricebook2	Read
			Product2	Read
PSA - Manage Project Assignments	PSAManageProjectAssignments	Object Permission	Account	Read
			Contact	Read
PSA - Manage Projects	PSAManageProjects	Field Permission	Opportunity.AccountId	Edit, Read
			Opportunity.Amount	Edit, Read
			Opportunity.Type	Edit, Read
			Opportunity.LeadSource	Edit, Read
			Opportunity.NextStep	Edit, Read
			Opportunity.Description	Edit, Read
			Opportunity.IsPrivate	Edit, Read
		Object Permission	Opportunity	Create, Read, Edit
PSA - Manage Resource Requests for a Project	PSAManageResourceRequestsForProject	Object Permission	Contact	Read
			Opportunity	Read
PSA - Manage Resource Requests for an Opportunity	PSAManageResourceRequestsForAnOpportunity	Field Permission	Opportunity.AccountId	Read
			Opportunity.Amount	Read
			Opportunity.CampaignId	Read
			Opportunity.ContractId	Read
			Opportunity.Description	Read
			Opportunity.ExpectedRevenue	Read
			Opportunity.IsPrivate	Read
			Opportunity.LeadSource	Read
			Opportunity.NextStep	Read
			Opportunity.Probability	Read
			Opportunity.TotalOpportunityQuantity	Read
			Opportunity.Type	Read
		Object Permission	Contact	Read
			Opportunity	Read
PSA - Manage Resourcing for Project Tasks	PSAManageResourcingForProjectTasks	Object Permission	Account	Read
			Contact	Read
			Opportunity	Read
PSA - Manage Skill and Certification Ratings	PSAManageSkillAndCertificationRatings	Object Permission	Contact	Read, Edit
PSA - Manage Teams	PSAManageTeams	Object Permission	Contact	Read
PSA - Manage Vendor Invoices	PSAManageVendorInvoices	Field Permission	Contact.AccountId	Read
		Object Permission	Account	Read
			Contact	Read
PSA - Manage Your Skill and Certification Ratings	PSAManageYourSkillAndCertificationRatings	Object Permission	Contact	Read, Edit
PSA - Match and Assign Resources with Optimizer	PSAMatchAndAssignResourcesWithOptimizer	Object Permission	Opportunity	Read
PSA - Recalculate Actuals	PSARecalculateActuals	Object Permission	Contact	Read, Edit
PSA - Recalculate Billing Data	PSARecalculateBillingData	Object Permission	Account	Read
			Contact	Read
PSA - Recalculate Resource Actuals	PSARecalculateResourceActuals	Object Permission	Contact	Read, Edit
PSA - Release Billing Events	PSAReleaseBillingEvents	Object Permission	Account	Read
			Contact	Read
PSA - Revert Billing Data	PSARevertBillingData	Object Permission	Account	Read
			Contact	Read
PSA - Self Assign to a Project	PSASelfAssignment	Object Permission	Contact	Read
PSA - Staff Resource Requests	PSAStaffResourceRequests	Object Permission	Contact	Read
PSA - Start and Stop Timers	PSAStartStopTimer	Object Permission	Contact	Read
PSA - Start and Stop Timers - Cases	PSAStartStopTimerCases	Field Permission	Case.Subject	Read
		Object Permission	Case	Read
PSA - Swap Resources	PSASwapResources	Object Permission	Contact	Read
PSA - Use Project Planner	PSAUseProjectPlanner	Field Permission	Contact.AccountId	Read
		Object Permission	Account	Read
			Contact	Read
PSA - Use Resource Planner	PSAUseResourcePlanner	Field Permission	Contact.AccountId	Read
		Object Permission	Contact	Read
PSA - Use Team Schedule Planner	PSAUseTeamSchedulePlanner	Object Permission	Contact	Read
PSA - View All Forecasts	PSAServicesForecastingRegionalManager	Object Permission	Opportunity	Read
PSA - View Cost and Revenue Summary for Opportunity	PSAViewCostAndRevenueSummaryForOpportunity	Field Permission	OpportunityLineItem.Product2Id	Read
			OpportunityLineItem.ServiceDate	Read
			OpportunityLineItem.UnitPrice	Read
			OpportunityLineItem.TotalPrice	Read
		Object Permission	Contact	Read
			Opportunity	Read
			OpportunityLineItem	Read
			Product2	Read
PSA - View Financial Information for Project	PSAViewCostAndRevenueSummaryForProject	Object Permission	Contact	Read
PSA - View Forecast	PSAServicesForecastingProjectManager	Object Permission	Opportunity	Read
PSA - View Project Team Schedule	PSAViewProjectTeamSchedule	Object Permission	Contact	Read
PSA - View Resource	PSAViewResource	Object Permission	Contact	Read
PSA - View Skills Capacity	PSAViewSkillsCapacity	Object Permission	Contact	Read
PSA - View Work Planner	PSAViewWorkPlanner	Field Permission	Contact.ReportsToId	Read
		Object Permission	Contact	Read