Financial Planning & Analysis Permissions

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.


Permission Set LabelPermission Set API NameTypeItemPermission
Planning - Manage Planning FFPManagePlanning Object Permission Account Create, Read, Edit, Delete, View All, Modify All
Planning - Manage Planning-Collaborator FFP_Manage_Planning_Collaborator Object Permission Account Create, Read, Edit, Delete, View All, Modify All


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