Professional Services Automation 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
IHC Concur to PSA IHCConcurtoPSA Object Permission Contact Read, View All
PSA - Approve Timecards PSAApproveTimecards Object Permission Contact Read
PSA - Calculate Utilization PSACalculateUtilization Object Permission Contact Read
PSA - Close Assignments PSACloseAssignments Object Permission Contact Read
PSA - Combine Billing Events PSACombineBillingEvents Object Permission Account Read
PSA - Create Project Resource Requests and Assign Automatically PSACreateProjectResourceRequestsAssignAutomatically Object Permission Contact Read
PSA - Create Projects PSACreateProjects Field Permission Opportunity.AccountId Read
Opportunity.Amount Read
Opportunity.IsPrivate Read
OpportunityLineItem.ListPrice Read
OpportunityLineItem.ServiceDate Read
OpportunityLineItem.TotalPrice Read
Object Permission Opportunity Read, Edit
PSA - Edit Project Team Schedule PSAEditProjectTeamSchedule Object Permission Contact Read
PSA - Edit Skill and Certification Ratings PSAEditSkillAndCertificationRatings Object Permission Contact Read
PSA - Edit Work Planner PSAEditWorkPlanner Field Permission Contact.ReportsToId Read
Object Permission Contact Read
PSA - Enter Expenses Against Projects and Assignments PSAExpenseEntryAgainstProjectsAndAssignments Object Permission Contact Read
PSA - Enter Time Against Milestones PSAEnterTimeAgainstMilestones Object Permission Account Read
Contact Read
PSA - Enter Time Against Projects and Assignments PSAEnterTimeAgainstProjectsAndAssignments Object Permission Account Read
Contact Read
Contact Read
PSA - Enter Time Against Tasks PSAEnterTimeAgainstProjectTask Object Permission Account Read
Contact Read
PSA - Generate Billing Events PSAGenerateBillingEvents Object Permission Account Read
Contact Read
PSA - Invoice Billing Events PSAInvoiceBillingEvents Object Permission Account Read
PSA - Manage Configuration PSAManageConfiguration Field Permission Account.AccountNumber Edit, Read
Account.AccountSource Edit, Read
Account.BillingAddress Edit, Read
Account.Industry Edit, Read
Account.Ownership Edit, Read
Account.ParentId Edit, Read
Account.Rating Edit, Read
Account.ShippingAddress Edit, Read
Account.Type Edit, Read
Product2.Description Edit, Read
Product2.ProductCode Edit, Read
Object Permission Account Create, Read, Edit, Delete
Product2 Create, Read, Edit, Delete
PSA - Manage Create Project Mappings PSAManageCreateProjectMappings Field Permission Account.AccountNumber Read
Account.AccountSource Read
Account.AnnualRevenue Read
Account.BillingAddress Read
Account.Description Read
Account.Fax Read
Account.Industry Read
Account.Jigsaw Read
Account.NumberOfEmployees Read
Account.Ownership Read
Account.ParentId Read
Account.Phone Read
Account.Rating Read
Account.ShippingAddress Read
Account.Sic Read
Account.SicDesc Read
Account.Site Read
Account.TickerSymbol Read
Account.Type Read
Account.Website Read
Campaign.ActualCost Read
Campaign.AmountAllOpportunities Read
Campaign.AmountWonOpportunities Read
Campaign.BudgetedCost Read
Campaign.Description Read
Campaign.EndDate Read
Campaign.ExpectedResponse Read
Campaign.ExpectedRevenue Read
Campaign.HierarchyActualCost Read
Campaign.HierarchyAmountAllOpportunities Read
Campaign.HierarchyAmountWonOpportunities Read
Campaign.HierarchyBudgetedCost Read
Campaign.HierarchyExpectedRevenue Read
Campaign.HierarchyNumberOfContacts Read
Campaign.HierarchyNumberOfConvertedLeads Read
Campaign.HierarchyNumberOfLeads Read
Campaign.HierarchyNumberOfOpportunities Read
Campaign.HierarchyNumberOfResponses Read
Campaign.HierarchyNumberOfWonOpportunities Read
Campaign.HierarchyNumberSent Read
Campaign.IsActive Read
Campaign.NumberOfContacts Read
Campaign.NumberOfConvertedLeads Read
Campaign.NumberOfLeads Read
Campaign.NumberOfOpportunities Read
Campaign.NumberOfResponses Read
Campaign.NumberOfWonOpportunities Read
Campaign.NumberSent Read
Campaign.ParentId Read
Campaign.StartDate Read
Campaign.Status Read
Campaign.Type Read
Contract.ActivatedById Read
Contract.ActivatedDate Read
Contract.BillingAddress Read
Contract.CompanySignedDate Read
Contract.CompanySignedId Read
Contract.ContractTerm Read
Contract.CustomerSignedDate Read
Contract.CustomerSignedId Read
Contract.CustomerSignedTitle Read
Contract.Description Read
Contract.EndDate Read
Contract.Name Read
Contract.OwnerExpirationNotice Read
Contract.ShippingAddress Read
Contract.SpecialTerms Read
Contract.StartDate Read
Opportunity.AccountId Read
Opportunity.Amount Read
Opportunity.CampaignId Read
Opportunity.ContractId Read
Opportunity.Description Read
Opportunity.ExpectedRevenue Read
Opportunity.IsPrivate Read
Opportunity.LeadSource Read
Opportunity.NextStep Read
Opportunity.Probability Read
Opportunity.TotalOpportunityQuantity Read
Opportunity.Type Read
Object Permission Account Read
Campaign Read
Contract Read
Opportunity Read
Pricebook2 Read
Product2 Read
PSA - Manage Project Assignments PSAManageProjectAssignments Object Permission Account Read
Contact Read
PSA - Manage Projects PSAManageProjects Field Permission Opportunity.AccountId Edit, Read
Opportunity.Amount Edit, Read
Opportunity.Type Edit, Read
Opportunity.LeadSource Edit, Read
Opportunity.NextStep Edit, Read
Opportunity.Description Edit, Read
Opportunity.IsPrivate Edit, Read
Object Permission Opportunity Create, Read, Edit
PSA - Manage Resource Requests for a Project PSAManageResourceRequestsForProject Object Permission Contact Read
Opportunity Read
PSA - Manage Resource Requests for an Opportunity PSAManageResourceRequestsForAnOpportunity Field Permission Opportunity.AccountId Read
Opportunity.Amount Read
Opportunity.CampaignId Read
Opportunity.ContractId Read
Opportunity.Description Read
Opportunity.ExpectedRevenue Read
Opportunity.IsPrivate Read
Opportunity.LeadSource Read
Opportunity.NextStep Read
Opportunity.Probability Read
Opportunity.TotalOpportunityQuantity Read
Opportunity.Type Read
Object Permission Contact Read
Opportunity Read
PSA - Manage Resourcing for Project Tasks PSAManageResourcingForProjectTasks Object Permission Account Read
Contact Read
Opportunity Read
PSA - Manage Skill and Certification Ratings PSAManageSkillAndCertificationRatings Object Permission Contact Read, Edit
PSA - Manage Teams PSAManageTeams Object Permission Contact Read
PSA - Manage Vendor Invoices PSAManageVendorInvoices Field Permission Contact.AccountId Read
Object Permission Account Read
Contact Read
PSA - Manage Your Skill and Certification Ratings PSAManageYourSkillAndCertificationRatings Object Permission Contact Read, Edit
PSA - Match and Assign Resources with Optimizer PSAMatchAndAssignResourcesWithOptimizer Object Permission Opportunity Read
PSA - Recalculate Actuals PSARecalculateActuals Object Permission Contact Read, Edit
PSA - Recalculate Billing Data PSARecalculateBillingData Object Permission Account Read
Contact Read
PSA - Recalculate Resource Actuals PSARecalculateResourceActuals Object Permission Contact Read, Edit
PSA - Release Billing Events PSAReleaseBillingEvents Object Permission Account Read
Contact Read
PSA - Revert Billing Data PSARevertBillingData Object Permission Account Read
Contact Read
PSA - Self Assign to a Project PSASelfAssignment Object Permission Contact Read
PSA - Staff Resource Requests PSAStaffResourceRequests Object Permission Contact Read
PSA - Start and Stop Timers PSAStartStopTimer Object Permission Contact Read
PSA - Start and Stop Timers - Cases PSAStartStopTimerCases Field Permission Case.Subject Read
Object Permission Case Read
PSA - Swap Resources PSASwapResources Object Permission Contact Read
PSA - Use Project Planner PSAUseProjectPlanner Field Permission Contact.AccountId Read
Object Permission Account Read
Contact Read
PSA - Use Resource Planner PSAUseResourcePlanner Field Permission Contact.AccountId Read
Object Permission Contact Read
PSA - Use Team Schedule Planner PSAUseTeamSchedulePlanner Object Permission Contact Read
PSA - View All Forecasts PSAServicesForecastingRegionalManager Object Permission Opportunity Read
PSA - View Cost and Revenue Summary for Opportunity PSAViewCostAndRevenueSummaryForOpportunity Field Permission OpportunityLineItem.Product2Id Read
OpportunityLineItem.ServiceDate Read
OpportunityLineItem.UnitPrice Read
OpportunityLineItem.TotalPrice Read
Object Permission Contact Read
Opportunity Read
OpportunityLineItem Read
Product2 Read
PSA - View Financial Information for Project PSAViewCostAndRevenueSummaryForProject Object Permission Contact Read
PSA - View Forecast PSAServicesForecastingProjectManager Object Permission Opportunity Read
PSA - View Project Team Schedule PSAViewProjectTeamSchedule Object Permission Contact Read
PSA - View Resource PSAViewResource Object Permission Contact Read
PSA - View Skills Capacity PSAViewSkillsCapacity Object Permission Contact Read
PSA - View Work Planner PSAViewWorkPlanner Field Permission Contact.ReportsToId Read
Object Permission Contact Read


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