Services CPQ Permissions

Changes to Permissions in April 2023

The following changes have been introduced in the April 2023 release.

New Permissions Added

New Permission Sets

SCPQ - Manage Estimate Vendor Line Items

New Permission Set Groups

No changes have been made in this release.

New Custom Permissions

No changes have been made in this release.

Deprecated Permissions

Deprecated Permission Sets

No changes have been made in this release.

Deprecated Permission Set Groups

No changes have been made in this release.

Deprecated Custom Permissions

No changes have been made in this release.

Updates to Permission Sets

Permissions in the following permission sets have been updated in this release. For more information, see the Technical Documentation Pack on the FinancialForce Community.
Permission SetDescriptionView changes
FF Group - SCPQ - Estimator Includes permission sets for job functions related to the estimator role. For a full list of the included permission sets go to Permission Sets on this permission set group's detail page and click Permission Sets in Group. SCPQEstimator Changes
SCPQ - Add from Template This allows the user to add records from estimate templates to estimates. AddFromTemplate Changes
SCPQ - Administrator Configure field mappings between Services CPQ and PSA objects. SCPQAdministrator Changes
SCPQ - Approve Estimates Approve or reject pending estimates. ApproveEstimates Changes
SCPQ - Create Estimates This allows the user to create, edit and view estimates, estimate templates, and their related records with the exception of skills. CreateEstimates Changes
SCPQ - Create Projects from Estimates Create projects from estimates. CreateProjectsFromEstimates Changes
SCPQ - Edit Estimates View and edit estimates and estimate templates, and create any related records with the exception of role skill requests. EditEstimates Changes
SCPQ - Edit Price and Cost Edit the price and cost of estimates. EditPriceAndCost Changes
SCPQ - Manage Estimate Resources Manage resources on estimates. ManageEstimateResources Changes
SCPQ - Manage Estimated Expenses View and edit estimated expenses. ManageEstimatedExpenses Changes
SCPQ - Push To Opportunity Push estimate details to the related opportunity. PushToOpportunity Changes
SCPQ - Submit Estimates Submit estimates for approval. SubmitEstimates Changes
Services CPQ Analytics Integration User Read Access Assign this to the Integration User to extract the data from your Services CPQ objects and display it in Analytics. ServicesCPQAnalyticsIntegrationUserReadAccess Changes

Updates to Permission Set Labels

For information about changes to permission set labels, see the Technical Documentation Pack on the FinancialForce Community.


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