SECTIONSSalesforce Object Permissions Required for Permission Checks
Permissions to access Salesforce objects are not included in permission set groups by Certinia. This means you must create a permission set that grants access to the necessary Salesforce objects.
The table below contains a list of the permission set groups delivered with Order and Inventory Management and indicates where a user assigned the relevant permission set group also requires a permission set with standard Salesforce object access. This ensures the user can view data displayed on Order and Inventory Management objects that is derived from the related Salesforce object.
| Permission Set Group Name | Description |
Salesforce Object Permissions Required |
|---|---|---|
| Certinia - OIM - Warehouse Manager | Includes the following Order and Inventory Management permission sets: View Items and Inventory, Initiate Inventory Transfers, Manage Inventory Infrastructure, and Check and Adjust Inventory. | Account |
| Certinia - OIM - Procurement Manager | Includes the following Order and Inventory Management permission sets: View Items and Inventory, Check and Adjust Inventory, View Backorders, Manage Suppliers, Manage Payment Terms, and Manage Purchase Agreements. | None |
| Certinia - OIM - Pricing Manager | Includes the following Order and Inventory Management permission set: Manage Prices and Price Lists. | None |
| Certinia - OIM - Accounts Payable | Includes the following Order and Inventory Management permission sets: Manage AP Vouchers and Manage Payment Terms. | None |
| Certinia - OIM - Procurement Clerk | Order and Inventory Management permission sets included are: Manage Items, View Backorders, Manage Bills of Material, View Items and Inventory, Manage Suppliers, Manage Requisitions, Manage Sourcing Request, Initiate Acquisitions, Manage AP Vouchers and Manage Purchase Agreements. | Account |
| Certinia - OIM - Sales Representative | Includes the following Order and Inventory Management permission sets: View Items and Inventory, View Backorders, Manage Returns to Vendor, Manage Rebates, Manage Customer Quotations, Manage Accounts, Initiate Order Fulfillments, Initiate Customer ,and Manage Invoices. | Account Contact Opportunity Lead |
| Certinia - OIM - Sales Manager | Includes the following Order and Inventory Management permission sets: Manage Accounts, Manage Customer Quotations, Manage Rebates, and Manage Rebate Claims. | Account Contact Opportunity Lead |
| Certinia - OIM - Accounts Receivable | Includes the Manage Invoices permission set for Order and Inventory Management. | None |
| Certinia - OIM - Warehouse Worker | Includes the following Order and Inventory Management permission sets: Manage Items, View Backorders, Manage Bills of Material, View Items and Inventory, Manage Suppliers, Manage Requisitions, Manage Sourcing Request, Initiate Acquisitions, Manage AP Vouchers, Manage Purchase Agreements, Process Sales Orders, Complete Production Orders, and Process Customer Returns. | None |
The following table includes permission sets that are not included in the standard Certinia PSGs. These view permission sets should be assigned to the relevant users in your organization.
These permission sets also require the user to have permissions to Salesforce standard objects as detailed below.
| Permission Set Name | Salesforce Object Permissions required |
|---|---|
| View Purchase Orders | Account |
| View Prices and Price Lists | Account |
| View Requisitions | Account |
| View Customer Addresses and Standard Orders |
Account Account Tab |
| View Invoices | Account |
| View Sales Orders | Account |