Services to Salesforce CPQ Connector Permissions

SCPQ - Push Estimate to Quote

API Name: PushEstimateToQuote

View and push an estimate to a quote in CPQ.

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 Pricebook2.IsStandard Read View and push an estimate to a quote in CPQ.
Object Permission Opportunity Read View and push an estimate to a quote in CPQ.
PriceBookEntry Read View and push an estimate to a quote in CPQ.
Product2 Read View and push an estimate to a quote in CPQ.
Pricebook2 Read View and push an estimate to a quote in CPQ.

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 push an estimate to a quote in CPQ.
Apex Class Permission CPQCustomSettingController Enabled View and push an estimate to a quote in CPQ.
LookupSearchController Enabled View and push an estimate to a quote in CPQ.
PushToQuoteController Enabled View and push an estimate to a quote in CPQ.
ResourceRequestPreviewController Enabled View and push an estimate to a quote in CPQ.
ServicesTemplateContentController Enabled View and push an estimate to a quote in CPQ.
SObjectController Enabled View and push an estimate to a quote in CPQ.
Field Permission ffscpq__Estimate__c.ffscpq__Amount__c Read View and push an estimate to a quote in CPQ.
ffscpq__Estimate__c.ffscpq__Billing_Type__c Read View and push an estimate to a quote in CPQ.
ffscpq__Estimate__c.ffscpq__Discount__c Read View and push an estimate to a quote in CPQ.
ffscpq__Estimate__c.ffscpq__Duration__c Read View and push an estimate to a quote in CPQ.
ffscpq__Estimate__c.ffscpq__End_Date__c Read View and push an estimate to a quote in CPQ.
ffscpq__Estimate__c.Quote__c Read View and push an estimate to a quote in CPQ.
ffscpq__Estimate__c.Quote_Line__c Edit, Read View and push an estimate to a quote in CPQ.
ffscpq__Estimate__c.Quote_Line_Group__c Edit, Read View and push an estimate to a quote in CPQ.
ffscpq__Estimate__c.ffscpq__Cost__c Read View and push an estimate to a quote in CPQ.
ffscpq__Estimate__c.ffscpq__Margin__c Read View and push an estimate to a quote in CPQ.
ffscpq__Estimate__c.ffscpq__Expense__c Read View and push an estimate to a quote in CPQ.
ffscpq__Estimate__c.ffscpq__Group__c Read View and push an estimate to a quote in CPQ.
ffscpq__Estimate__c.ffscpq__Is_Primary__c Read View and push an estimate to a quote in CPQ.
ffscpq__Estimate__c.ffscpq__Is_Pushed_To_Opportunity__c Read View and push an estimate to a quote in CPQ.
ffscpq__Estimate__c.ffscpq__Net_Amount__c Read View and push an estimate to a quote in CPQ.
ffscpq__Estimate__c.ffscpq__Percent_Discount__c Read View and push an estimate to a quote in CPQ.
ffscpq__Estimate__c.ffscpq__Percent_Margin__c Read View and push an estimate to a quote in CPQ.
ffscpq__Estimate__c.ffscpq__Practice__c Read View and push an estimate to a quote in CPQ.
ffscpq__Estimate__c.ffscpq__Region__c Read View and push an estimate to a quote in CPQ.
ffscpq__Estimate__c.ffscpq__Start_Date__c Read View and push an estimate to a quote in CPQ.
ffscpq__Estimate__c.Quote__c Read View and push an estimate to a quote in CPQ.
ffscpq__Estimate_Product__c.ffscpq__Product__c Read View and push an estimate to a quote in CPQ.
ffscpq__Estimate_Product_Instance__c.ffscpq__Is_Pushed_To_Opportunity__c Read View and push an estimate to a quote in CPQ.
ffscpq__Estimate_Role_Request__c.ffscpq__Average_Cost_Rate__c Read View and push an estimate to a quote in CPQ.
ffscpq__Estimate_Role_Request__c.ffscpq__Estimate__c Read View and push an estimate to a quote in CPQ.
ffscpq__Estimate_Role_Request__c.ffscpq__Estimate_Product__c Read View and push an estimate to a quote in CPQ.
ffscpq__Estimate_Role_Request__c.ffscpq__Group__c Edit, Read View and push an estimate to a quote in CPQ.
ffscpq__Estimate_Role_Request__c.ffscpq__Net_Amount__c Edit, Read View and push an estimate to a quote in CPQ.
ffscpq__Estimate_Role_Request__c.ffscpq__Practice__c Edit, Read View and push an estimate to a quote in CPQ.
ffscpq__Estimate_Role_Request__c.ffscpq__Region__c Edit, Read View and push an estimate to a quote in CPQ.
ffscpq__Estimate_Role_Request__c.ffscpq__Suggested_Bill_Rate__c Read View and push an estimate to a quote in CPQ.
ffscpq__Estimate_Task__c.ffscpq__End_Date__c Read View and push an estimate to a quote in CPQ.
ffscpq__Estimate_Task__c.ffscpq__Order__c Read View and push an estimate to a quote in CPQ.
ffscpq__Estimate_Task__c.ffscpq__Start_Date__c Read View and push an estimate to a quote in CPQ.
SBQQ__Quote__c.SBQQ__Opportunity2__c Read View and push an estimate to a quote in CPQ.
SBQQ__Quote__c.SBQQ__PricebookId__c Read View and push an estimate to a quote in CPQ.
SBQQ__QuoteLine__c.Estimate__c Edit, Read View and push an estimate to a quote in CPQ.
SBQQ__QuoteLine__c.Estimate_Product__c Edit, Read View and push an estimate to a quote in CPQ.
SBQQ__QuoteLine__c.SBQQ__AdditionalDiscountAmount__c Edit, Read View and push an estimate to a quote in CPQ.
SBQQ__QuoteLine__c.SBQQ__Discount__c Edit, Read View and push an estimate to a quote in CPQ.
SBQQ__QuoteLine__c.SBQQ__Group__c Edit, Read View and push an estimate to a quote in CPQ.
SBQQ__QuoteLine__c.SBQQ__ListPrice__c Edit, Read View and push an estimate to a quote in CPQ.
SBQQ__QuoteLine__c.SBQQ__NetPrice__c Edit, Read View and push an estimate to a quote in CPQ.
Object Permission ffscpq__Estimate__c Read, Edit View and push an estimate to a quote in CPQ.
ffscpq__Estimate_Product__c Read View and push an estimate to a quote in CPQ.
ffscpq__Estimate_Product_Instance__c Read, Edit View and push an estimate to a quote in CPQ.
ffscpq__Estimate_Task__c Read View and push an estimate to a quote in CPQ.
ffscpq__Estimate_Role_Request__c Read View and push an estimate to a quote in CPQ.
pse__Region__c Read View and push an estimate to a quote in CPQ.
pse__Practice__c Read View and push an estimate to a quote in CPQ.
pse__Grp__c Read View and push an estimate to a quote in CPQ.
SBQQ__Quote__c Create, Read, Edit View and push an estimate to a quote in CPQ.
SBQQ__QuoteLine__c Create, Read, Edit View and push an estimate to a quote in CPQ.
SBQQ__QuoteLineGroup__c Create, Read, Edit View and push an estimate to a quote in CPQ.
Apex Page Permission EstimateTasksTemplateContent Enabled View and push an estimate to a quote in CPQ.
RoleRequestsTemplateContent Enabled View and push an estimate to a quote in CPQ.
Tab Permission ffscpq__Services_CPQ_Workspace Visible View and push an estimate to a quote in CPQ.


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