Accounting Permissions

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 LabelPermission Set API NameTypeItemPermission
Accounting Accounting Field Permission Account.Site Read
Account.Type Read
Product2.Description Read
Product2.Family Read
Product2.ProductCode Read
Object Permission Account Read, Edit, Delete
Contact Read
Document Read
PriceBook2 Read
Product2 Read
Accounting - Background Matching and Write Off AccountingBackgroundMatching Field Permission Account.Site Read
Account.Type Read
Object Permission Account Read
Accounting - Balance Update AccountingBalanceUpdate Field Permission Account.Site Read
Account.Type Read
Object Permission Account Read
Accounting - Balance Update - Merge Account AccountingBalanceUpdateMergeAccount Field Permission Account.Site Read
Account.Type Read
Object Permission Account Read
Accounting - Bank Reconciliation AccountingBankReconciliation Field Permission Account.Site Read
Account.Type Read
Object Permission Account Read
Accounting - Bank Reconciliation - Commit AccountingBankReconciliationCommit Object Permission Account Read
Accounting - Bank Reconciliation - Delete AccountingBankReconciliationDelete Object Permission Account Read
Accounting - Bank Reconciliation - Delete Lines AccountingBankReconciliationDeleteLines Object Permission Account Read
Accounting - Bank Reconciliation - Edit AccountingBankReconciliationEdit Object Permission Account Read
Accounting - Bank Reconciliation - Read Access AccountingBankReconciliationReadAccess Object Permission Account Read
Accounting - Bank Reconciliation - Reopen AccountingBankReconciliationReopen Object Permission Account Read
Accounting - Bank Reconciliation - Save AccountingBankReconciliationSaveHeader Object Permission Account Read
Accounting - Bank Reconciliation - Save Bank Reconciliation Line Items AccountingBankReconciliationSaveLines Field Permission Account.Site Read
Account.Type Read
Object Permission Account Read
Accounting - Bank Statement AccountingBankStatement Field Permission Account.Site Read
Account.Type Read
Object Permission Account Read
Accounting - Bank Statement - Delete AccountingBankStatementDelete Object Permission Account Read
Accounting - Bank Statement - Edit AccountingBankStatementEdit Object Permission Account Read
Accounting - Bank Statement - Import AccountingBankStatementImport Object Permission Account Read
Accounting - Bank Statement - Read Access AccountingBankStatementReadAccess Object Permission Account Read
Accounting - Bank Statement - Reconcile AccountingBankStatementReconcile Field Permission Account.Site Read
Account.Type Read
Object Permission Account Read
Accounting - Cash Entry AccountingCashEntry Field Permission Account.Site Read
Account.Type Read
Object Permission Account Read
Accounting - Cash Entry - Amend AccountingCashEntryAmend Object Permission Account Read
Accounting - Cash Entry - Cancel AccountingCashEntryCancel Object Permission Account Read
Accounting - Cash Entry - Discard AccountingCashEntryDiscard Object Permission Account Read
Accounting - Cash Entry - Edit AccountingCashEntryEdit Field Permission Account.Site Read
Account.Type Read
Object Permission Account Read
Accounting - Cash Entry - Post AccountingCashEntryPost Field Permission Account.Site Read
Account.Type Read
Object Permission Account Read
Accounting - Cash Entry - Post And Match AccountingCashEntryPostAndMatch Field Permission Account.Site Read
Account.Type Read
Object Permission Account Read
Accounting - Cash Entry - Read Access AccountingCashEntryReadAccess Object Permission Account Read
Accounting - Cash Entry - Save AccountingCashEntrySave Field Permission Account.Site Read
Account.Type Read
Object Permission Account Read
Accounting - Cash Matching AccountingCashMatching Field Permission Account.Site Read
Account.Type Read
Object Permission Account Read
Accounting - Cash Matching - Match AccountingCashMatchingMatch Field Permission Account.Site Read
Account.Type Read
Object Permission Account Read
Accounting - Cash Matching - Undo AccountingCashMatchingUndo Field Permission Account.Site Read
Account.Type Read
Object Permission Account Read
Accounting - Currency Revaluation AccountingCurrencyRevaluation Object Permission Account Read
Accounting - Currency Revaluation - Cancel Revaluation AccountingCurrencyRevaluationCancelRevaluation Object Permission Account Read
Accounting - Currency Revaluation - Post and Post Group AccountingCurrencyRevaluationPostandPostGroup Object Permission Account Read
Accounting - Currency Revaluation - Read Access AccountingCurrencyRevaluationReadAccess Object Permission Account Read
Accounting - Merge Account AccountingMergeAccount Object Permission Account Read, Edit, Delete
Contact Read
Accounting - Merge Account - Run AccountingMergeAccountRun Object Permission Account Read, Edit, Delete
Contact Read
Accounting - Payable Credit Note AccountingPayableCreditNote Field Permission Account.Site Read
Account.Type Read
Product2.Description Read
Product2.Family Read
Product2.ProductCode Read
Object Permission Account Read
Document Read
PriceBook2 Read
Product2 Read
Accounting - Payable Credit Note - Amend AccountingPayableCreditNoteAmend Object Permission Account Read
Document Read
PriceBook2 Read
Product2 Read
Accounting - Payable Credit Note - Discard AccountingPayableCreditNoteDiscard Object Permission Account Read
Document Read
PriceBook2 Read
Product2 Read
Accounting - Payable Credit Note - Edit AccountingPayableCreditNoteEdit Field Permission Account.Site Read
Account.Type Read
Product2.Description Read
Product2.Family Read
Product2.ProductCode Read
Object Permission Account Read
Document Read
PriceBook2 Read
Product2 Read
Accounting - Payable Credit Note - Post AccountingPayableCreditNotePost Object Permission Account Read
Document Read
PriceBook2 Read
Product2 Read
Accounting - Payable Credit Note - Post and Match AccountingPayableCreditNotePostandMatch Object Permission Account Read
Document Read
PriceBook2 Read
Product2 Read
Accounting - Payable Credit Note - Read Access AccountingPayableCreditNoteReadAccess Object Permission Account Read
Document Read
PriceBook2 Read
Product2 Read
Accounting - Payable Credit Note - Save AccountingPayableCreditNoteSave Field Permission Account.Site Read
Account.Type Read
Product2.Description Read
Product2.Family Read
Product2.ProductCode Read
Object Permission Account Read
Document Read
PriceBook2 Read
Product2 Read
Accounting - Payable Invoice AccountingPayableInvoice Field Permission Account.Site Read
Account.Type Read
Product2.Description Read
Product2.Family Read
Product2.ProductCode Read
Object Permission Account Read
Document Read
PriceBook2 Read
Product2 Read
Accounting - Payable Invoice - Amend AccountingPayableInvoiceAmend Object Permission Account Read
Document Read
PriceBook2 Read
Product2 Read
Accounting - Payable Invoice - Convert to Payable Credit Note AccountingPayableInvoiceCreditNote Object Permission Account Read
Document Read
PriceBook2 Read
Product2 Read
Accounting - Payable Invoice - Discard AccountingPayableInvoiceDiscard Object Permission Account Read
Document Read
PriceBook2 Read
Product2 Read
Accounting - Payable Invoice - Edit AccountingPayableInvoiceEdit Field Permission Account.Site Read
Account.Type Read
Product2.Description Read
Product2.Family Read
Product2.ProductCode Read
Object Permission Account Read
Document Read
PriceBook2 Read
Product2 Read
Accounting - Payable Invoice - Hold or Release Payment AccountingPayableInvoiceHoldReleasePayment Object Permission Account Read
Document Read
PriceBook2 Read
Product2 Read
Accounting - Payable Invoice - Post AccountingPayableInvoicePost Object Permission Account Read
Document Read
PriceBook2 Read
Product2 Read
Accounting - Payable Invoice - Read Access AccountingPayableInvoiceReadAccess Object Permission Account Read
Document Read
PriceBook2 Read
Product2 Read
Accounting - Payable Invoice - Save AccountingPayableInvoiceSave Field Permission Account.Site Read
Account.Type Read
Product2.Description Read
Product2.Family Read
Product2.ProductCode Read
Object Permission Account Read
Document Read
PriceBook2 Read
Product2 Read
Accounting - Payment AccountingPayment Object Permission Account Read
Accounting - Payment - Cancel AccountingPaymentCancel Object Permission Account Read
Accounting - Payment - Clear Payment History AccountingPaymentClearHistory Object Permission Account Read
Accounting - Payment - Discard AccountingPaymentDiscard Object Permission Account Read
Accounting - Payment - Pay AccountingPaymentPay Object Permission Account Read
Accounting - Payment - Read Access AccountingPaymentReadAccess Object Permission Account Read
Accounting - Payment - Remittances AccountingPaymentRemittances Object Permission Account Read
Accounting - Payment - Retrieve and Save AccountingPaymentSave Object Permission Account Read
Accounting - Payment Selection AccountingPaymentSelection Object Permission Account Read
Accounting - Payment Template AccountingPaymentTemplate Object Permission Account Read
Document Read
Accounting - Payment Template - Delete AccountingPaymentTemplateDelete Object Permission Account Read
Document Read
Accounting - Payment Template - Edit AccountingPaymentTemplateEdit Object Permission Account Read
Document Read
Accounting - Payment Template - Read Access AccountingPaymentTemplateReadAccess Object Permission Account Read
Document Read
Accounting - Payment Template - Save AccountingPaymentTemplateSave Object Permission Account Read
Document Read
Accounting - Payments Plus AccountingPaymentsPlus Object Permission Account Read
Accounting - Prepaid Expenses AccountingPrepaidExpenses Object Permission Account Read
Document Read
PriceBook2 Read
Product2 Read
Accounting - Prepaid Expenses - Create AccountingPrepaidExpensesCreate Object Permission Account Read
Document Read
PriceBook2 Read
Product2 Read
Accounting - Prepaid Expenses - Read Access AccountingPrepaidExpensesReadAccess Object Permission Account Read
Document Read
PriceBook2 Read
Product2 Read
Accounting - Profitability Reporting AccountingProfitabilityReporting Object Permission Account Read
Product2 Read
Accounting - Profitability Reporting - Widget AccountingProfitabilityReportingWidget Object Permission Account Read
Product2 Read
Accounting - Reporting Balance AccountingReportingBalance Field Permission Account.Site Read
Account.Type Read
Product2.Description Read
Product2.Family Read
Product2.ProductCode Read
Object Permission Account Read
Product2 Read
Accounting - Reporting Balance - Read Access AccountingReportingBalanceReadAccess Object Permission Account Read
Product2 Read
Accounting Read Access AccountingReadAccess Object Permission Account Read
Document Read
PriceBook2 Read
Product2 Read
Accounting and Billing AccountingandBilling Field Permission Account.Site Read
Account.Type Read
Contact.Account Read
Contact.Email Read
Opportunity.Amount Read
Opportunity.ExpectedRevenue Read
OpportunityLineItem.Description Read
OpportunityLineItem.ServiceDate Read
Product2.Description Read
Product2.Family Read
Product2.ProductCode Read
Object Permission Account Read
Contact Read
Document Read
Opportunity Read
OpportunityLineItem Read
Pricebook2 Read
Product2 Read
Accounting and Billing - Account AccountingandBillingAccount Object Permission Account Read
Opportunity Read
Accounting and Billing - Account - Read Access AccountingandBillingAccountReadAccess Object Permission Account Read
Opportunity Read
Accounting and Billing - Account - Validate AccountingandBillingAccountValidate Object Permission Account Read
Opportunity Read
Accounting and Billing - Accounting Currencies AccountingandBillingAccountingCurrencies Object Permission Account Read
Accounting and Billing - Allocations AccountingandBillingAllocations Object Permission Account Read
Document Read
Product2 Read
Accounting and Billing - Collections AccountingandBillingCollections Field Permission Contact.Account Read
Contact.Email Read
Product2.ProductCode Read
Object Permission Account Read
Contact Read
Document Read
Opportunity Read
Pricebook2 Read
Product2 Read
Accounting and Billing - Collections - Read Access AccountingandBillingCollectionsReadAccess Field Permission Contact.Account Read
Contact.Email Read
Product2.ProductCode Read
Object Permission Account Read
Contact Read
Document Read
Product2 Read
Accounting and Billing - Collections - Send Customer Statements AccountingandBillingCollectionsSendStatements Field Permission Contact.Account Read
Contact.Email Read
Product2.ProductCode Read
Object Permission Account Read
Contact Read
Document Read
Opportunity Read
Pricebook2 Read
Product2 Read
Accounting and Billing - Collections - Send Email Reminders AccountingandBillingCollectionsSendReminders Field Permission Contact.Account Read
Contact.Email Read
Product2.ProductCode Read
Object Permission Account Read
Contact Read
Document Read
Opportunity Read
Pricebook2 Read
Product2 Read
Accounting and Billing - Company Ownership AccountingandBillingCompanyOwnership Object Permission Account Read
Accounting and Billing - Company Ownership - Manage AccountingandBillingCompanyOwnershipSave Object Permission Account Read
Accounting and Billing - Journal AccountingandBillingJournal Field Permission Account.Site Read
Account.Type Read
Product2.Description Read
Product2.Family Read
Product2.ProductCode Read
Object Permission Account Read
Document Read
Product2 Read
Accounting and Billing - Journal - Amend AccountingandBillingJournalAmend Object Permission Account Read
Document Read
Product2 Read
Accounting and Billing - Journal - Cancel AccountingandBillingJournalCancel Field Permission Account.Site Read
Account.Type Read
Object Permission Account Read
Document Read
Product2 Read
Accounting and Billing - Journal - Discard AccountingandBillingJournalDiscard Object Permission Account Read
Document Read
Product2 Read
Accounting and Billing - Journal - Edit AccountingandBillingJournalEdit Field Permission Account.Site Read
Account.Type Read
Product2.Description Read
Product2.Family Read
Product2.ProductCode Read
Object Permission Account Read
Document Read
Product2 Read
Accounting and Billing - Journal - Post AccountingandBillingJournalPost Object Permission Account Read
Document Read
Product2 Read
Accounting and Billing - Journal - Read Access AccountingandBillingJournalReadAccess Object Permission Account Read
Document Read
Product2 Read
Accounting and Billing - Journal - Recurring AccountingandBillingJournalRecurring Object Permission Account Read
Document Read
Product2 Read
Accounting and Billing - Journal - Reverse AccountingandBillingJournalReverse Field Permission Account.Site Read
Account.Type Read
Object Permission Account Read
Document Read
Product2 Read
Accounting and Billing - Journal - Save AccountingandBillingJournalSave Field Permission Account.Site Read
Account.Type Read
Product2.Description Read
Product2.Family Read
Product2.ProductCode Read
Object Permission Account Read
Document Read
Product2 Read
Accounting and Billing - Opportunity AccountingandBillingOpportunity Field Permission Account.Site Read
Account.Type Read
Opportunity.Amount Read
Opportunity.ExpectedRevenue Read
OpportunityLineItem.Description Read
OpportunityLineItem.ServiceDate Read
Product2.Description Read
Product2.Family Read
Product2.ProductCode Read
Object Permission Account Read
Document Read
Opportunity Read
OpportunityLineItem Read
Pricebook2 Read
Product2 Read
Accounting and Billing - Opportunity - Create Sales Invoice AccountingandBillingOpportunityCreateSalesInvoice Field Permission Account.Site Read
Account.Type Read
Opportunity.Amount Read
Opportunity.ExpectedRevenue Read
OpportunityLineItem.Description Read
OpportunityLineItem.ServiceDate Read
Product2.Description Read
Product2.Family Read
Product2.ProductCode Read
Object Permission Account Read
Document Read
Opportunity Read
OpportunityLineItem Read
Pricebook2 Read
Product2 Read
Accounting and Billing - Run Integration Rule AccountingandBillingRunIntegrationRule Field Permission Product2.ProductCode Read
Object Permission Account Read
Document Read
Opportunity Read
Product2 Read
Accounting and Billing - Run Integration Rule - Cash Entry AccountingandBillingRunIntegrationRuleCashEntry Object Permission Account Read
Accounting and Billing - Run Integration Rule - Sales Invoice AccountingandBillingRunIntegrationRuleSalesInvoice Field Permission Product2.ProductCode Read
Object Permission Account Read
Document Read
Opportunity Read
Product2 Read
Accounting and Billing - Sales Credit Note AccountingandBillingSalesCreditNote Field Permission Account.Site Read
Account.Type Read
Product2.Description Read
Product2.Family Read
Product2.ProductCode Read
Object Permission Account Read
Document Read
Opportunity Read
Pricebook2 Read
Product2 Read
Accounting and Billing - Sales Credit Note - Amend AccountingandBillingSalesCreditNoteAmend Field Permission Product2.ProductCode Read
Object Permission Account Read
Document Read
Opportunity Read
Pricebook2 Read
Product2 Read
Accounting and Billing - Sales Credit Note - Discard AccountingandBillingSalesCreditNoteDiscard Field Permission Product2.ProductCode Read
Object Permission Account Read
Document Read
Opportunity Read
Pricebook2 Read
Product2 Read
Accounting and Billing - Sales Credit Note - Edit AccountingandBillingSalesCreditNoteEdit Field Permission Account.Site Read
Account.Type Read
Product2.Description Read
Product2.Family Read
Product2.ProductCode Read
Object Permission Account Read
Document Read
Opportunity Read
Pricebook2 Read
Product2 Read
Accounting and Billing - Sales Credit Note - Post AccountingandBillingSalesCreditNotePost Field Permission Product2.ProductCode Read
Object Permission Account Read
Document Read
Opportunity Read
Pricebook2 Read
Product2 Read
Accounting and Billing - Sales Credit Note - Post and Match AccountingandBillingSalesCreditNotePostandMatch Field Permission Product2.ProductCode Read
Object Permission Account Read
Document Read
Opportunity Read
Pricebook2 Read
Product2 Read
Accounting and Billing - Sales Credit Note - Print AccountingandBillingSalesCreditNotePrint Field Permission Product2.ProductCode Read
Object Permission Account Read
Document Read
Opportunity Read
Pricebook2 Read
Product2 Read
Accounting and Billing - Sales Credit Note - Read Access AccountingandBillingSalesCreditNoteReadAccess Field Permission Product2.ProductCode Read
Object Permission Account Read
Document Read
Opportunity Read
Pricebook2 Read
Product2 Read
Accounting and Billing - Sales Credit Note - Save AccountingandBillingSalesCreditNoteSave Field Permission Account.Site Read
Account.Type Read
Product2.Description Read
Product2.Family Read
Product2.ProductCode Read
Object Permission Account Read
Document Read
Opportunity Read
Pricebook2 Read
Product2 Read
Accounting and Billing - Sales Invoice AccountingandBillingSalesInvoice Field Permission Account.Site Read
Account.Type Read
Product2.Description Read
Product2.Family Read
Product2.ProductCode Read
Object Permission Account Read
Document Read
Opportunity Read
Pricebook2 Read
Product2 Read
Accounting and Billing - Sales Invoice - Amend AccountingandBillingSalesInvoiceAmend Field Permission Product2.ProductCode Read
Object Permission Account Read
Document Read
Opportunity Read
Pricebook2 Read
Product2 Read
Accounting and Billing - Sales Invoice - Convert to Credit Note AccountingandBillingSalesInvoiceCreditNote Field Permission Product2.ProductCode Read
Object Permission Account Read
Document Read
Opportunity Read
Pricebook2 Read
Product2 Read
Accounting and Billing - Sales Invoice - Discard AccountingandBillingSalesInvoiceDiscard Field Permission Product2.ProductCode Read
Object Permission Account Read
Document Read
Opportunity Read
Pricebook2 Read
Product2 Read
Accounting and Billing - Sales Invoice - Edit AccountingandBillingSalesInvoiceEdit Field Permission Account.Site Read
Account.Type Read
Product2.Description Read
Product2.Family Read
Product2.ProductCode Read
Object Permission Account Read
Document Read
Opportunity Read
Pricebook2 Read
Product2 Read
Accounting and Billing - Sales Invoice - Hold or Release Collection AccountingandBillingSalesInvoiceHoldReleaseCollection Field Permission Product2.ProductCode Read
Object Permission Account Read
Document Read
Opportunity Read
Pricebook2 Read
Product2 Read
Accounting and Billing - Sales Invoice - Manage Recurring Invoices AccountingandBillingSalesInvoiceRecurringInvoiceSaveandPost Field Permission Account.Site Read
Account.Type Read
Product2.Description Read
Product2.Family Read
Product2.ProductCode Read
Object Permission Account Read
Document Read
Opportunity Read
Pricebook2 Read
Product2 Read
Accounting and Billing - Sales Invoice - Post AccountingandBillingSalesInvoicePost Field Permission Product2.ProductCode Read
Object Permission Account Read
Document Read
Opportunity Read
Pricebook2 Read
Product2 Read
Accounting and Billing - Sales Invoice - Print AccountingandBillingSalesInvoicePrint Field Permission Product2.ProductCode Read
Object Permission Account Read
Document Read
Opportunity Read
Pricebook2 Read
Product2 Read
Accounting and Billing - Sales Invoice - Read Access AccountingandBillingSalesInvoiceReadAccess Field Permission Product2.ProductCode Read
Object Permission Account Read
Document Read
Opportunity Read
Pricebook2 Read
Product2 Read
Accounting and Billing - Sales Invoice - Save AccountingandBillingSalesInvoiceSave Field Permission Account.Site Read
Account.Type Read
Product2.Description Read
Product2.Family Read
Product2.ProductCode Read
Object Permission Account Read
Document Read
Opportunity Read
Pricebook2 Read
Product2 Read
Accounting and Billing - Sales Invoice - Save Recurring Invoices AccountingandBillingSalesInvoiceRecurringInvoiceSave Field Permission Account.Site Read
Account.Type Read
Product2.Description Read
Product2.Family Read
Product2.ProductCode Read
Object Permission Account Read
Document Read
Opportunity Read
Pricebook2 Read
Product2 Read
Accounting and Billing - Transaction Reconciliation AccountingandBillingTransactionReconciliation Object Permission Account Read
Document Read
Accounting and Billing - Transaction Reconciliation - Manage AccountingandBillingTransactionReconciliationSaveandEdit Object Permission Account Read
Document Read
Accounting and Billing - Transaction Reconciliation - Reconcile and Unreconcile AccountingandBillingTransactionReconciliationReconcileandUnreconcile Object Permission Account Read
Document Read
Accounting and Billing - Transactions - Read Access AccountingandBillingTransactionsReadAccess Object Permission Account Read
Product2 Read
Accounting and Billing Read Access AccountingandBillingReadAccess Field Permission Contact.Account Read
Contact.Email Read
Product2.ProductCode Read
Object Permission Account Read
Contact Read
Document Read
Opportunity Read
Pricebook2 Read
Product2 Read
FM Community FMCommunity Field Permission Product2.Description Read
Object Permission Product2 Read
FM Community - Billing Document FMCommunityBillingDocument Field Permission Product2.Description Read
FM Community - Sales Credit Note FMCommunitySalesCreditNote Object Permission Product2 Read
FM Community - Sales Invoice FMCommunitySalesInvoice Object Permission Product2 Read


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