Services CPQ – Salesforce CPQ Connector Permissions

Changes to Permissions in Summer 2023

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

New Permissions Added

New Permission Sets

SCPQ - Sync Estimates and Quotes

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

SCPQ - Push Estimate to Quote. API Name: PushEstimateToQuote

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 Certinia Community.
Permission SetDescriptionView changes
Certinia - Services CPQ – Salesforce CPQ Connector - 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. CPQEstimator Changes
Services CPQ – Salesforce CPQ Connector - Create Estimates Create and view estimates. CreateEstimates Changes

Updates to Permission Set Labels

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


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