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.
SCPQ - Create Estimates |
CreateEstimates |
Field Permission |
Opportunity.AccountId |
Read |
SCPQ - Create Projects from Estimates |
CreateProjectsFromEstimates |
Object Permission |
Opportunity |
Read |
SCPQ - Manage Estimate Resources |
ManageEstimateResources |
Object Permission |
Contact |
Read |
SCPQ - Push 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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Object Permission |
OpportunityLineItem |
Create, Read, Edit |
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Opportunity |
Read |
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PricebookEntry |
Read |
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Product2 |
Read |
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