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.
Services Estimator - Add to Opportunity |
PushToOpportunity |
Field Permission |
OpportunityLineItem.ServiceDate |
Edit, Read |
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OpportunityLineItem.Product2Id |
Edit, Read |
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OpportunityLineItem.PricebookEntryId |
Edit, Read |
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OpportunityLineItem.UnitPrice |
Edit, Read |
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OpportunityLineItem.Description |
Edit, Read |
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Opportunity.Pricebook2Id |
Read |
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Object Permission |
OpportunityLineItem |
Create, Read, Edit |
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Opportunity |
Read |
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PricebookEntry |
Read |
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Product2 |
Read |
Services Estimator - Create Estimates |
CreateEstimates |
Field Permission |
Opportunity.AccountId |
Read |
Services Estimator - Create Projects from Estimates |
CreateProjectsFromEstimates |
Field Permission |
Opportunity.AccountId |
Read |
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OpportunityLineItem.ServiceDate |
Edit, Read |
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OpportunityLineItem.Product2Id |
Edit, Read |
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OpportunityLineItem.PricebookEntryId |
Edit, Read |
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OpportunityLineItem.UnitPrice |
Edit, Read |
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OpportunityLineItem.Description |
Edit, Read |
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Object Permission |
Opportunity |
Read |
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OpportunityLineItem |
Create, Read, Edit |
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PricebookEntry |
Read |
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Product2 |
Read |
Services Estimator - Manage Estimate Resources |
ManageEstimateResources |
Object Permission |
Contact |
Read |
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