Services CPQ Permissions

SCPQ - Add to Opportunity

API Name: PushToOpportunity

Push estimate details to the related opportunity.

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 Push estimate details to the related opportunity.
OpportunityLineItem.Product2Id Edit, Read Push estimate details to the related opportunity.
OpportunityLineItem.PricebookEntryId Edit, Read Push estimate details to the related opportunity.
OpportunityLineItem.UnitPrice Edit, Read Push estimate details to the related opportunity.
OpportunityLineItem.Description Edit, Read Push estimate details to the related opportunity.
Opportunity.Pricebook2Id Read Push estimate details to the related opportunity.
Object Permission OpportunityLineItem Create, Read, Edit Push estimate details to the related opportunity.
Opportunity Read Push estimate details to the related opportunity.
PricebookEntry Read Push estimate details to the related opportunity.
Product2 Read Push estimate details to the related opportunity.

Permissions Available on Permission Set

The table lists the permissions available for this permission set.

TypeItemPermissionDescription
Application Access Services_CPQ_Lightning Visible Push estimate details to the related opportunity.
Apex Class Permission cpfe_CreateFromEstimateController Enabled Push estimate details to the related opportunity.
cpfe_PushToOpportunityActionController Enabled Push estimate details to the related opportunity.
CPFE_GroupingCriteriaController Enabled Push estimate details to the related opportunity.
CPQCustomSettingController Enabled Push estimate details to the related opportunity.
OpportunityProductAccordionController Enabled Push estimate details to the related opportunity.
ResourceRequestPreviewController Enabled Push estimate details to the related opportunity.
SObjectController Enabled Push estimate details to the related opportunity.
LoadFieldSet Enabled Push estimate details to the related opportunity.
EstimateLockController Enabled Push estimate details to the related opportunity.
WorkCalendarController Enabled Push estimate details to the related opportunity.
Field Permission Estimate__c.Is_Primary__c Edit, Read Push estimate details to the related opportunity.
Estimate__c.Product__c Read Push estimate details to the related opportunity.
Estimate__c.Project__c Read Push estimate details to the related opportunity.
Estimate__c.Opportunity__c Read Push estimate details to the related opportunity.
Estimate__c.Is_Pushed_To_Opportunity__c Read Push estimate details to the related opportunity.
Estimate__c.Opportunity_Line_Item__c Edit, Read Push estimate details to the related opportunity.
Estimate__c.Stage_Name__c Read Push estimate details to the related opportunity.
Estimate__c.Start_Date__c Read Push estimate details to the related opportunity.
Estimate__c.State__c Read Push estimate details to the related opportunity.
Estimate__c.End_Date__c Read Push estimate details to the related opportunity.
Estimate__c.Net_Amount__c Read Push estimate details to the related opportunity.
Estimate_Product__c.Product__c Read Push estimate details to the related opportunity.
Estimate_Product_Instance__c.Opportunity_Line_Item__c Edit, Read Push estimate details to the related opportunity.
Estimate_Product_Instance__c.Project__c Read Push estimate details to the related opportunity.
Estimate_Product_Instance__c.Is_Pushed_To_Opportunity__c Read Push estimate details to the related opportunity.
Estimate_Product_Instance__c.Billing_Type__c Read Push estimate details to the related opportunity.
Estimate_Role_Request__c.Estimate__c Read Push estimate details to the related opportunity.
Estimate_Role_Request__c.Bill_Rate_Override__c Read Push estimate details to the related opportunity.
Estimate_Role_Request__c.Actual_Cost_Rate__c Read Push estimate details to the related opportunity.
Estimate_Role_Request__c.Cost_Rate_Override__c Read Push estimate details to the related opportunity.
Estimate_Role_Request__c.Amount__c Read Push estimate details to the related opportunity.
Estimate_Role_Request__c.Average_Cost_Rate__c Read Push estimate details to the related opportunity.
Estimate_Role_Request__c.Cost_Amount__c Read Push estimate details to the related opportunity.
Estimate_Role_Request__c.Estimate_Task__c Read Push estimate details to the related opportunity.
Estimate_Role_Request__c.External_Resource__c Read Push estimate details to the related opportunity.
Estimate_Role_Request__c.Group__c Read Push estimate details to the related opportunity.
Estimate_Role_Request__c.Net_Amount__c Read Push estimate details to the related opportunity.
Estimate_Role_Request__c.Practice__c Read Push estimate details to the related opportunity.
Estimate_Role_Request__c.Region__c Read Push estimate details to the related opportunity.
Estimate_Role_Request__c.Requested_Bill_Rate__c Read Push estimate details to the related opportunity.
Estimate_Role_Request__c.Resource_Request__c Edit, Read Push estimate details to the related opportunity.
Estimate_Role_Request__c.Schedule__c Read Push estimate details to the related opportunity.
Estimate_Role_Request__c.Source_Estimate__c Read Push estimate details to the related opportunity.
Estimate_Role_Request__c.Suggested_Bill_Rate__c Read Push estimate details to the related opportunity.
Estimate_Role_Request__c.Percent_Discount__c Read Push estimate details to the related opportunity.
Estimate_Role_Request__c.Estimate_Product__c Read Push estimate details to the related opportunity.
Estimate_Role_Request__c.Work_Calendar__c Read Push estimate details to the related opportunity.
Estimate_Task__c.Estimate__c Read Push estimate details to the related opportunity.
Estimate_Task__c.Estimate_Product__c Read Push estimate details to the related opportunity.
Estimate_Line_Set__c.Estimate__c Read Push estimate details to the related opportunity.
Estimate_Line_Set__c.Estimate_Product__c Read Push estimate details to the related opportunity.
Estimate_Contingency__c.Billable_Amount__c Read Push estimate details to the related opportunity.
Estimate_Contingency__c.Estimate_Product_Instance__c Read Push estimate details to the related opportunity.
pse__Resource_Request__c.pse__Average_Cost_Rate_Currency_Code__c Edit, Read Push estimate details to the related opportunity.
pse__Resource_Request__c.pse__Average_Cost_Rate_Number__c Edit, Read Push estimate details to the related opportunity.
pse__Resource_Request__c.pse__End_Date__c Edit, Read Push estimate details to the related opportunity.
pse__Resource_Request__c.pse__Group__c Edit, Read Push estimate details to the related opportunity.
pse__Resource_Request__c.pse__Practice__c Edit, Read Push estimate details to the related opportunity.
pse__Resource_Request__c.pse__Resource_Role__c Edit, Read Push estimate details to the related opportunity.
pse__Resource_Request__c.pse__Region__c Edit, Read Push estimate details to the related opportunity.
pse__Resource_Request__c.pse__Requested_Bill_Rate__c Edit, Read Push estimate details to the related opportunity.
pse__Resource_Request__c.pse__Planned_Bill_Rate__c Edit, Read Push estimate details to the related opportunity.
pse__Resource_Request__c.pse__Project__c Edit, Read Push estimate details to the related opportunity.
pse__Resource_Request__c.pse__Opportunity__c Edit, Read Push estimate details to the related opportunity.
pse__Resource_Request__c.pse__SOW_Hours__c Edit, Read Push estimate details to the related opportunity.
pse__Resource_Request__c.pse__Suggested_Bill_Rate_Currency_Code__c Edit, Read Push estimate details to the related opportunity.
pse__Resource_Request__c.pse__Suggested_Bill_Rate_Number__c Edit, Read Push estimate details to the related opportunity.
pse__Resource_Request__c.Estimate__c Edit, Read Push estimate details to the related opportunity.
pse__Resource_Request__c.pse__Notes__c Edit, Read Push estimate details to the related opportunity.
pse__Resource_Request__c.pse__Preferred_Schedule__c Edit, Read Push estimate details to the related opportunity.
pse__Resource_Request__c.Role_Request_Schedule__c Edit, Read Push estimate details to the related opportunity.
OpportunityLineItem.pse__IsServicesProductLine__c Edit, Read Push estimate details to the related opportunity.
Estimate_Line_Set__c.End_Date__c Read Push estimate details to the related opportunity.
Estimate_Line_Set__c.Start_Date__c Read Push estimate details to the related opportunity.
Estimate_Line_Set__c.Billing_Type__c Read Push estimate details to the related opportunity.
pse__Region__c.pse__Default_Work_Calendar__c Read Push estimate details to the related opportunity.
pse__Practice__c.pse__Default_Work_Calendar__c Read Push estimate details to the related opportunity.
pse__Grp__c.pse__Default_Work_Calendar__c Read Push estimate details to the related opportunity.
Object Permission Estimate__c Read, Edit Push estimate details to the related opportunity.
Estimate_Product__c Read Push estimate details to the related opportunity.
Estimate_Product_Instance__c Read, Edit Push estimate details to the related opportunity.
Estimate_Line_Set__c Read Push estimate details to the related opportunity.
Estimate_Role_Request__c Read, Edit Push estimate details to the related opportunity.
Estimate_Task__c Read Push estimate details to the related opportunity.
Estimate_Contingency__c Read Push estimate details to the related opportunity.
pse__Region__c Read Push estimate details to the related opportunity.
pse__Practice__c Read Push estimate details to the related opportunity.
pse__Grp__c Read Push estimate details to the related opportunity.
pse__Resource_Request__c Create, Read, Edit Push estimate details to the related opportunity.
pse__Schedule__c Read, Edit Push estimate details to the related opportunity.
Tab Permission Services_CPQ_Workspace Visible Push estimate details to the related opportunity.
Estimate__c Visible Push estimate details to the related opportunity.


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