Services CPQ – Salesforce CPQ Connector Permissions

SCPQ - Sync Estimates and Quotes

API Name: SyncEstimatesAndQuotes

View and sync an estimate with a Salesforce CPQ quote.

Salesforce Standard Objects and Fields Permissions

The table lists the Salesforce standard objects requiring CRUD (Read, Create, Update, and Delete) access and fields requiring field-level security access needed for this permission set.

TypeItemPermissionDescription
Field Permission OpportunityLineItem.ServiceDate Edit, Read View and sync an estimate with a Salesforce CPQ quote.
OpportunityLineItem.Product2Id Edit, Read View and sync an estimate with a Salesforce CPQ quote.
OpportunityLineItem.PricebookEntryId Edit, Read View and sync an estimate with a Salesforce CPQ quote.
OpportunityLineItem.UnitPrice Edit, Read View and sync an estimate with a Salesforce CPQ quote.
OpportunityLineItem.Description Edit, Read View and sync an estimate with a Salesforce CPQ quote.
Pricebook2.IsStandard Read View and sync an estimate with a Salesforce CPQ quote.
Pricebook2.IsActive Read View and sync an estimate with a Salesforce CPQ quote.
Opportunity.Pricebook2Id Read View and sync an estimate with a Salesforce CPQ quote.
Object Permission OpportunityLineItem Create, Read, Edit View and sync an estimate with a Salesforce CPQ quote.
Opportunity Read View and sync an estimate with a Salesforce CPQ quote.
PriceBookEntry Read View and sync an estimate with a Salesforce CPQ quote.
Product2 Read View and sync an estimate with a Salesforce CPQ quote.
Pricebook2 Read View and sync an estimate with a Salesforce CPQ quote.

Permissions Available on Permission Set

The table lists the permissions available for this permission set.

TypeItemPermissionDescription
Application Access ffscpq__Services_CPQ_Lightning Visible View and sync an estimate with a Salesforce CPQ quote.
Apex Class Permission CPQCustomSettingController Enabled View and sync an estimate with a Salesforce CPQ quote.
LookupSearchController Enabled View and sync an estimate with a Salesforce CPQ quote.
SYNC_SyncEstimateAndQuoteController Enabled View and sync an estimate with a Salesforce CPQ quote.
SYNC_GroupingCriteriaController Enabled View and sync an estimate with a Salesforce CPQ quote.
SObjectController Enabled View and sync an estimate with a Salesforce CPQ quote.
Field Permission ffscpq__Estimate__c.ffscpq__Amount__c Read View and sync an estimate with a Salesforce CPQ quote.
ffscpq__Estimate__c.ffscpq__Account__c Read View and sync an estimate with a Salesforce CPQ quote.
ffscpq__Estimate__c.ffscpq__Opportunity__c Read View and sync an estimate with a Salesforce CPQ quote.
ffscpq__Estimate__c.ffscpq__Is_Pushed_To_Opportunity__c Read View and sync an estimate with a Salesforce CPQ quote.
ffscpq__Estimate__c.ffscpq__Opportunity_Line_Item__c Edit, Read View and sync an estimate with a Salesforce CPQ quote.
ffscpq__Estimate__c.ffscpq__State__c Read View and sync an estimate with a Salesforce CPQ quote.
ffscpq__Estimate__c.ffscpq__Billing_Type__c Read View and sync an estimate with a Salesforce CPQ quote.
ffscpq__Estimate__c.ffscpq__Discount__c Read View and sync an estimate with a Salesforce CPQ quote.
ffscpq__Estimate__c.ffscpq__Duration__c Read View and sync an estimate with a Salesforce CPQ quote.
ffscpq__Estimate__c.ffscpq__End_Date__c Read View and sync an estimate with a Salesforce CPQ quote.
ffscpq__Estimate__c.ffscpq__Project__c Read View and sync an estimate with a Salesforce CPQ quote.
ffscpq__Estimate__c.Quote_Line__c Edit, Read View and sync an estimate with a Salesforce CPQ quote.
ffscpq__Estimate__c.Quote_Line_Group__c Edit, Read View and sync an estimate with a Salesforce CPQ quote.
ffscpq__Estimate__c.ffscpq__Cost__c Read View and sync an estimate with a Salesforce CPQ quote.
ffscpq__Estimate__c.ffscpq__Margin__c Read View and sync an estimate with a Salesforce CPQ quote.
ffscpq__Estimate__c.ffscpq__Expense__c Read View and sync an estimate with a Salesforce CPQ quote.
ffscpq__Estimate__c.ffscpq__Group__c Read View and sync an estimate with a Salesforce CPQ quote.
ffscpq__Estimate__c.ffscpq__Is_Primary__c Read View and sync an estimate with a Salesforce CPQ quote.
ffscpq__Estimate__c.ffscpq__Net_Amount__c Read View and sync an estimate with a Salesforce CPQ quote.
ffscpq__Estimate__c.ffscpq__Percent_Discount__c Read View and sync an estimate with a Salesforce CPQ quote.
ffscpq__Estimate__c.ffscpq__Percent_Margin__c Read View and sync an estimate with a Salesforce CPQ quote.
ffscpq__Estimate__c.ffscpq__Percent_Global_Discount__c Read View and sync an estimate with a Salesforce CPQ quote.
ffscpq__Estimate__c.ffscpq__Practice__c Read View and sync an estimate with a Salesforce CPQ quote.
ffscpq__Estimate__c.ffscpq__Region__c Read View and sync an estimate with a Salesforce CPQ quote.
ffscpq__Estimate__c.ffscpq__Start_Date__c Read View and sync an estimate with a Salesforce CPQ quote.
ffscpq__Estimate__c.Quote__c Read View and sync an estimate with a Salesforce CPQ quote.
ffscpq__Estimate__c.ffscpq__Use_Work_Calendars_For_Scheduling__c Read View and sync an estimate with a Salesforce CPQ quote.
ffscpq__Estimate__c.ffscpq__Product__c Edit, Read View and sync an estimate with a Salesforce CPQ quote.
ffscpq__Estimate_Product__c.ffscpq__Product__c Read View and sync an estimate with a Salesforce CPQ quote.
ffscpq__Estimate_Product__c.ffscpq__Default_Fixed_Price_Margin_Percent__c Read View and sync an estimate with a Salesforce CPQ quote.
ffscpq__Estimate_Product__c.ffscpq__Default_Billing_Type__c Read View and sync an estimate with a Salesforce CPQ quote.
ffscpq__Estimate_Product_Instance__c.ffscpq__Order__c Edit, Read View and sync an estimate with a Salesforce CPQ quote.
ffscpq__Estimate_Product_Instance__c.ffscpq__End_Date__c Edit, Read View and sync an estimate with a Salesforce CPQ quote.
ffscpq__Estimate_Product_Instance__c.ffscpq__Fixed_Price_Margin_Percent__c Edit, Read View and sync an estimate with a Salesforce CPQ quote.
ffscpq__Estimate_Product_Instance__c.ffscpq__Billing_Type__c Edit, Read View and sync an estimate with a Salesforce CPQ quote.
ffscpq__Estimate_Product_Instance__c.ffscpq__Is_Pushed_To_Opportunity__c Read View and sync an estimate with a Salesforce CPQ quote.
ffscpq__Estimate_Product_Instance__c.ffscpq__Net_Bill_Amount_Estimate_Currency__c Read View and sync an estimate with a Salesforce CPQ quote.
ffscpq__Estimate_Product_Instance__c.ffscpq__Opportunity_Line_Item__c Read View and sync an estimate with a Salesforce CPQ quote.
ffscpq__Estimate_Product_Instance__c.ffscpq__Project__c Read View and sync an estimate with a Salesforce CPQ quote.
ffscpq__Estimate_Product_Instance__c.ffscpq__Is_Processing__c Read View and sync an estimate with a Salesforce CPQ quote.
ffscpq__Estimate_Product_Instance__c.ffscpq__Percent_Discount__c Read View and sync an estimate with a Salesforce CPQ quote.
ffscpq__Estimate_Role_Request__c.ffscpq__Average_Cost_Rate__c Read View and sync an estimate with a Salesforce CPQ quote.
ffscpq__Estimate_Role_Request__c.ffscpq__Estimate__c Edit, Read View and sync an estimate with a Salesforce CPQ quote.
ffscpq__Estimate_Role_Request__c.ffscpq__Estimate_Product__c Edit, Read View and sync an estimate with a Salesforce CPQ quote.
ffscpq__Estimate_Role_Request__c.ffscpq__Group__c Edit, Read View and sync an estimate with a Salesforce CPQ quote.
ffscpq__Estimate_Role_Request__c.ffscpq__Estimate_Task__c Edit, Read View and sync an estimate with a Salesforce CPQ quote.
ffscpq__Estimate_Role_Request__c.ffscpq__Net_Amount__c Read View and sync an estimate with a Salesforce CPQ quote.
ffscpq__Estimate_Role_Request__c.ffscpq__Amount__c Read View and sync an estimate with a Salesforce CPQ quote.
ffscpq__Estimate_Role_Request__c.ffscpq__Practice__c Edit, Read View and sync an estimate with a Salesforce CPQ quote.
ffscpq__Estimate_Role_Request__c.ffscpq__Actual_Cost_Rate__c Read View and sync an estimate with a Salesforce CPQ quote.
ffscpq__Estimate_Role_Request__c.ffscpq__Requested_Bill_Rate__c Read View and sync an estimate with a Salesforce CPQ quote.
ffscpq__Estimate_Role_Request__c.ffscpq__Estimate_Line_Set__c Edit, Read View and sync an estimate with a Salesforce CPQ quote.
ffscpq__Estimate_Role_Request__c.ffscpq__Resource_Request__c Edit, Read View and sync an estimate with a Salesforce CPQ quote.
ffscpq__Estimate_Role_Request__c.ffscpq__Schedule__c Edit, Read View and sync an estimate with a Salesforce CPQ quote.
ffscpq__Estimate_Role_Request__c.ffscpq__Work_Calendar__c Read View and sync an estimate with a Salesforce CPQ quote.
ffscpq__Estimate_Role_Request__c.ffscpq__Source_Estimate__c Edit, Read View and sync an estimate with a Salesforce CPQ quote.
ffscpq__Estimate_Role_Request__c.ffscpq__Percent_Discount__c Read View and sync an estimate with a Salesforce CPQ quote.
ffscpq__Estimate_Role_Request__c.ffscpq__Region__c Edit, Read View and sync an estimate with a Salesforce CPQ quote.
ffscpq__Estimate_Role_Request__c.ffscpq__Suggested_Bill_Rate__c Read View and sync an estimate with a Salesforce CPQ quote.
ffscpq__Estimate_Role_Request__c.ffscpq__Percent_Allocation_for_Calculated_Hours__c Edit, Read View and sync an estimate with a Salesforce CPQ quote.
ffscpq__Estimate_Role_Request__c.ffscpq__Role_for_Calculated_Hours__c Edit, Read View and sync an estimate with a Salesforce CPQ quote.
ffscpq__Estimate_Role_Request__c.ffscpq__Is_Hours_Calculated__c Edit, Read View and sync an estimate with a Salesforce CPQ quote.
ffscpq__Estimate_Role_Request__c.ffscpq__Order__c Edit, Read View and sync an estimate with a Salesforce CPQ quote.
ffscpq__Estimate_Role_Request__c.ffscpq__External_Resource__c Edit, Read View and sync an estimate with a Salesforce CPQ quote.
ffscpq__Estimate_Task__c.ffscpq__Estimate__c Edit, Read View and sync an estimate with a Salesforce CPQ quote.
ffscpq__Estimate_Task__c.ffscpq__Source_Estimate__c Edit, Read View and sync an estimate with a Salesforce CPQ quote.
ffscpq__Estimate_Task__c.ffscpq__Estimate_Product__c Edit, Read View and sync an estimate with a Salesforce CPQ quote.
ffscpq__Estimate_Task__c.ffscpq__End_Date__c Edit, Read View and sync an estimate with a Salesforce CPQ quote.
ffscpq__Estimate_Task__c.ffscpq__Start_Date__c Edit, Read View and sync an estimate with a Salesforce CPQ quote.
ffscpq__Estimate_Task__c.ffscpq__Order__c Edit, Read View and sync an estimate with a Salesforce CPQ quote.
ffscpq__Estimate_Task__c.ffscpq__Estimate_Line_Set__c Edit, Read View and sync an estimate with a Salesforce CPQ quote.
ffscpq__Estimate_Task__c.ffscpq__Parent_Estimate_Task__c Edit, Read View and sync an estimate with a Salesforce CPQ quote.
ffscpq__Estimate_Task__c.ffscpq__Top_Level_Parent_Estimate_Task__c Edit, Read View and sync an estimate with a Salesforce CPQ quote.
ffscpq__Estimate_Line_Set__c.ffscpq__Estimate__c Edit, Read View and sync an estimate with a Salesforce CPQ quote.
ffscpq__Estimate_Line_Set__c.ffscpq__Estimate_Product__c Edit, Read View and sync an estimate with a Salesforce CPQ quote.
ffscpq__Estimate_Line_Set__c.ffscpq__Billing_Type__c Edit, Read View and sync an estimate with a Salesforce CPQ quote.
ffscpq__Estimate_Line_Set__c.ffscpq__Fixed_Price_Margin_Percent__c Edit, Read View and sync an estimate with a Salesforce CPQ quote.
ffscpq__Estimate_Line_Set__c.ffscpq__End_Date__c Edit, Read View and sync an estimate with a Salesforce CPQ quote.
ffscpq__Estimate_Line_Set__c.ffscpq__Start_Date__c Edit, Read View and sync an estimate with a Salesforce CPQ quote.
ffscpq__Estimate_Line_Set__c.ffscpq__Order__c Edit, Read View and sync an estimate with a Salesforce CPQ quote.
ffscpq__Estimate_Line_Set__c.ffscpq__Percent_Discount__c Edit, Read View and sync an estimate with a Salesforce CPQ quote.
pse__Resource_Request__c.pse__Average_Cost_Rate_Currency_Code__c Edit, Read View and sync an estimate with a Salesforce CPQ quote.
pse__Resource_Request__c.pse__Average_Cost_Rate_Number__c Edit, Read View and sync an estimate with a Salesforce CPQ quote.
pse__Resource_Request__c.pse__End_Date__c Edit, Read View and sync an estimate with a Salesforce CPQ quote.
pse__Resource_Request__c.pse__Group__c Edit, Read View and sync an estimate with a Salesforce CPQ quote.
pse__Resource_Request__c.pse__Practice__c Edit, Read View and sync an estimate with a Salesforce CPQ quote.
pse__Resource_Request__c.pse__Resource_Role__c Edit, Read View and sync an estimate with a Salesforce CPQ quote.
pse__Resource_Request__c.pse__Region__c Edit, Read View and sync an estimate with a Salesforce CPQ quote.
pse__Resource_Request__c.pse__Requested_Bill_Rate__c Edit, Read View and sync an estimate with a Salesforce CPQ quote.
pse__Resource_Request__c.pse__Planned_Bill_Rate__c Edit, Read View and sync an estimate with a Salesforce CPQ quote.
pse__Resource_Request__c.pse__Preferred_Schedule__c Edit, Read View and sync an estimate with a Salesforce CPQ quote.
pse__Resource_Request__c.pse__Project__c Edit, Read View and sync an estimate with a Salesforce CPQ quote.
pse__Resource_Request__c.pse__Opportunity__c Edit, Read View and sync an estimate with a Salesforce CPQ quote.
pse__Resource_Request__c.pse__SOW_Hours__c Edit, Read View and sync an estimate with a Salesforce CPQ quote.
pse__Resource_Request__c.pse__Suggested_Bill_Rate_Currency_Code__c Edit, Read View and sync an estimate with a Salesforce CPQ quote.
pse__Resource_Request__c.pse__Suggested_Bill_Rate_Number__c Edit, Read View and sync an estimate with a Salesforce CPQ quote.
pse__Resource_Request__c.ffscpq__Estimate__c Edit, Read View and sync an estimate with a Salesforce CPQ quote.
pse__Resource_Request__c.ffscpq__Role_Request_Schedule__c Edit, Read View and sync an estimate with a Salesforce CPQ quote.
pse__Resource_Request__c.pse__Notes__c Edit, Read View and sync an estimate with a Salesforce CPQ quote.
OpportunityLineItem.pse__IsServicesProductLine__c Edit, Read View and sync an estimate with a Salesforce CPQ quote.
SBQQ__Quote__c.SBQQ__Opportunity2__c Read View and sync an estimate with a Salesforce CPQ quote.
SBQQ__Quote__c.SBQQ__PricebookId__c Read View and sync an estimate with a Salesforce CPQ quote.
SBQQ__Quote__c.SBQQ__LineItemsGrouped__c Edit, Read View and sync an estimate with a Salesforce CPQ quote.
SBQQ__Quote__c.SBQQ__Primary__c Read View and sync an estimate with a Salesforce CPQ quote.
SBQQ__QuoteLine__c.Estimate__c Edit, Read View and sync an estimate with a Salesforce CPQ quote.
SBQQ__QuoteLine__c.Estimate_Product__c Edit, Read View and sync an estimate with a Salesforce CPQ quote.
SBQQ__QuoteLine__c.SBQQ__AdditionalDiscountAmount__c Edit, Read View and sync an estimate with a Salesforce CPQ quote.
SBQQ__QuoteLine__c.SBQQ__Description__c Edit, Read View and sync an estimate with a Salesforce CPQ quote.
SBQQ__QuoteLine__c.SBQQ__Discount__c Edit, Read View and sync an estimate with a Salesforce CPQ quote.
SBQQ__QuoteLine__c.SBQQ__Group__c Edit, Read View and sync an estimate with a Salesforce CPQ quote.
SBQQ__QuoteLine__c.SBQQ__ListPrice__c Edit, Read View and sync an estimate with a Salesforce CPQ quote.
SBQQ__QuoteLine__c.SBQQ__NetPrice__c Edit, Read View and sync an estimate with a Salesforce CPQ quote.
SBQQ__QuoteLine__c.SBQQ__Product__c Edit, Read View and sync an estimate with a Salesforce CPQ quote.
SBQQ__QuoteLine__c.SBQQ__ProductCode__c Read View and sync an estimate with a Salesforce CPQ quote.
SBQQ__QuoteLine__c.SBQQ__ProductName__c Read View and sync an estimate with a Salesforce CPQ quote.
SBQQ__QuoteLine__c.SBQQ__Quantity__c Edit, Read View and sync an estimate with a Salesforce CPQ quote.
Product2.pse__IsServicesProduct__c Read View and sync an estimate with a Salesforce CPQ quote.
pse__HolidayObj__c.pse__Work_Calendar__c Read View and sync an estimate with a Salesforce CPQ quote.
pse__Work_Calendar__c.pse__Friday_Hours__c Read View and sync an estimate with a Salesforce CPQ quote.
pse__Work_Calendar__c.pse__Monday_Hours__c Read View and sync an estimate with a Salesforce CPQ quote.
pse__Work_Calendar__c.pse__Saturday_Hours__c Read View and sync an estimate with a Salesforce CPQ quote.
pse__Work_Calendar__c.pse__Sunday_Hours__c Read View and sync an estimate with a Salesforce CPQ quote.
pse__Work_Calendar__c.pse__Thursday_Hours__c Read View and sync an estimate with a Salesforce CPQ quote.
pse__Work_Calendar__c.pse__Tuesday_Hours__c Read View and sync an estimate with a Salesforce CPQ quote.
pse__Work_Calendar__c.pse__Wednesday_Hours__c Read View and sync an estimate with a Salesforce CPQ quote.
pse__Work_Calendar__c.pse__Standard_Hours_Per_Day__c Read View and sync an estimate with a Salesforce CPQ quote.
pse__Practice__c.pse__Default_Work_Calendar__c Read View and sync an estimate with a Salesforce CPQ quote.
pse__Region__c.pse__Default_Work_Calendar__c Read View and sync an estimate with a Salesforce CPQ quote.
pse__Grp__c.pse__Default_Work_Calendar__c Read View and sync an estimate with a Salesforce CPQ quote.
Object Permission ffscpq__Estimate__c Read, Edit View and sync an estimate with a Salesforce CPQ quote.
ffscpq__Estimate_Product__c Read View and sync an estimate with a Salesforce CPQ quote.
ffscpq__Estimate_Product_Instance__c Create, Read, Edit, Delete View and sync an estimate with a Salesforce CPQ quote.
ffscpq__Estimate_Product_Item__c Read View and sync an estimate with a Salesforce CPQ quote.
ffscpq__Estimate_Line_Set__c Create, Read, Edit, Delete View and sync an estimate with a Salesforce CPQ quote.
ffscpq__Estimate_Task__c Create, Read, Edit, Delete View and sync an estimate with a Salesforce CPQ quote.
ffscpq__Estimate_Role_Request__c Create, Read, Edit, Delete View and sync an estimate with a Salesforce CPQ quote.
pse__Region__c Read View and sync an estimate with a Salesforce CPQ quote.
pse__Practice__c Read View and sync an estimate with a Salesforce CPQ quote.
pse__Grp__c Read View and sync an estimate with a Salesforce CPQ quote.
pse__Resource_Request__c Create, Read, Edit, Delete View and sync an estimate with a Salesforce CPQ quote.
SBQQ__Quote__c Create, Read, Edit View and sync an estimate with a Salesforce CPQ quote.
SBQQ__QuoteLine__c Create, Read, Edit, Delete View and sync an estimate with a Salesforce CPQ quote.
SBQQ__QuoteLineGroup__c Create, Read, Edit View and sync an estimate with a Salesforce CPQ quote.
pse__Schedule__c Create, Read, Edit View and sync an estimate with a Salesforce CPQ quote.
pse__Work_Calendar__c Read View and sync an estimate with a Salesforce CPQ quote.
pse__HolidayObj__c Read View and sync an estimate with a Salesforce CPQ quote.
Tab Permission ffscpq__Services_CPQ_Workspace Visible View and sync an estimate with a Salesforce CPQ quote.
ffscpq__Estimate__c Visible View and sync an estimate with a Salesforce CPQ quote.


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