Services CPQ – Salesforce CPQ Connector 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
SCPQ - Sync Estimates and Quotes SyncEstimatesAndQuotes Field Permission OpportunityLineItem.ServiceDate Edit, Read
OpportunityLineItem.Product2Id Edit, Read
OpportunityLineItem.PricebookEntryId Edit, Read
OpportunityLineItem.UnitPrice Edit, Read
OpportunityLineItem.Description Edit, Read
Pricebook2.IsStandard Read
Pricebook2.IsActive Read
Opportunity.Pricebook2Id Read
Object Permission OpportunityLineItem Create, Read, Edit
Opportunity Read
PriceBookEntry Read
Product2 Read
Pricebook2 Read


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