PSASCPQ Permissions

SCPQ - Push 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.

TypeItemPermission
Field Permission OpportunityLineItem.ServiceDate Edit, Read
OpportunityLineItem.Product2Id Edit, Read
OpportunityLineItem.PricebookEntryId Edit, Read
OpportunityLineItem.UnitPrice Edit, Read
OpportunityLineItem.Description Edit, Read
Object Permission OpportunityLineItem Create, Read, Edit
Opportunity Read
PricebookEntry Read
Product2 Read

Permissions Available on Permission Set

The table lists the permissions available for this permission set.

TypeItemPermission
Application Access Services_CPQ_Lightning Visible
Apex Class Permission cpfe_CreateFromEstimateController Enabled
cpfe_PushToOpportunityActionController Enabled
CPQCustomSettingController Enabled
OpportunityProductAccordionController Enabled
ResourceRequestPreviewController Enabled
SObjectController Enabled
LoadFieldSet Enabled
Field Permission Estimate__c.Is_Primary__c Edit, Read
Estimate__c.Project__c Read
Estimate__c.Opportunity__c Read
Estimate__c.Is_Pushed_To_Opportunity__c Read
Estimate__c.Opportunity_Line_Item__c Edit, Read
Estimate__c.Stage_Name__c Read
Estimate__c.Start_Date__c Read
Estimate__c.State__c Read
Estimate__c.End_Date__c Read
Estimate__c.Net_Amount__c Read
Estimate_Product__c.Product__c Read
Estimate_Product_Instance__c.Opportunity_Line_Item__c Edit, Read
Estimate_Product_Instance__c.Project__c Read
Estimate_Product_Instance__c.Is_Pushed_To_Opportunity__c Read
Estimate_Product_Instance__c.Billing_Type__c Read
Estimate_Role_Request__c.Bill_Rate_Override__c Read
Estimate_Role_Request__c.Actual_Cost_Rate__c Read
Estimate_Role_Request__c.Cost_Rate_Override__c Read
Estimate_Role_Request__c.Amount__c Read
Estimate_Role_Request__c.Average_Cost_Rate__c Read
Estimate_Role_Request__c.Cost_Amount__c Read
Estimate_Role_Request__c.Estimate_Task__c Read
Estimate_Role_Request__c.External_Resource__c Read
Estimate_Role_Request__c.Group__c Read
Estimate_Role_Request__c.Net_Amount__c Read
Estimate_Role_Request__c.Practice__c Read
Estimate_Role_Request__c.Region__c Read
Estimate_Role_Request__c.Requested_Bill_Rate__c Read
Estimate_Role_Request__c.Resource_Request__c Edit, Read
Estimate_Role_Request__c.Schedule__c Read
Estimate_Role_Request__c.Source_Estimate__c Read
Estimate_Role_Request__c.Suggested_Bill_Rate__c Read
Estimate_Role_Request__c.Percent_Discount__c Read
Estimate_Role_Request__c.Estimate_Product__c Read
Estimate_Task__c.Estimate_Product__c Read
Estimate_Line_Set__c.Estimate_Product__c Read
pse__Resource_Request__c.pse__Average_Cost_Rate_Currency_Code__c Edit, Read
pse__Resource_Request__c.pse__Average_Cost_Rate_Number__c Edit, Read
pse__Resource_Request__c.pse__End_Date__c Edit, Read
pse__Resource_Request__c.pse__Group__c Edit, Read
pse__Resource_Request__c.pse__Practice__c Edit, Read
pse__Resource_Request__c.pse__Resource_Role__c Edit, Read
pse__Resource_Request__c.pse__Region__c Edit, Read
pse__Resource_Request__c.pse__Requested_Bill_Rate__c Edit, Read
pse__Resource_Request__c.pse__SOW_Hours__c Edit, Read
pse__Resource_Request__c.pse__Suggested_Bill_Rate_Currency_Code__c Edit, Read
pse__Resource_Request__c.pse__Suggested_Bill_Rate_Number__c Edit, Read
pse__Resource_Request__c.Estimate__c Edit, Read
pse__Resource_Request__c.pse__Notes__c Edit, Read
OpportunityLineItem.pse__IsServicesProductLine__c Edit, Read
Estimate_Line_Set__c.End_Date__c Read
Estimate_Line_Set__c.Start_Date__c Read
Estimate_Line_Set__c.Billing_Type__c Read
Object Permission Estimate__c Read, Edit
Estimate_Product__c Read
Estimate_Product_Instance__c Read
Estimate_Line_Set__c Read
Estimate_Role_Request__c Read, Edit
Estimate_Task__c Read
pse__Region__c Read
pse__Practice__c Read
pse__Grp__c Read
pse__Resource_Request__c Create, Read, Edit
pse__Schedule__c Read, Edit
Tab Permission Services_CPQ_Workspace Visible
Estimate__c Visible


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