Professional Services Automation Workspaces 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
PSA - Workspaces - Project Management PSA_Workspaces_Project_Manager Object Permission Contact Read
PSA - Workspaces - Resource Management PSA_Workspaces_Resource_Manager Object Permission Contact Read
PSA - Workspaces - Services Delivery PSA_Workspaces_Time_And_Expense Object Permission Account Read
Contact Read

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