Services CPQ Permissions

SCPQ - Create Estimates

API Name: CreateEstimates

This allows the user to create, edit and view estimates, estimate templates, and their related records with the exception of skills.

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.

TypeItemPermissionDescription
Field Permission Opportunity.AccountId Read This allows the user to create, edit and view estimates, estimate templates, and their related records with the exception of skills.

Permissions Available on Permission Set

The table lists the permissions available for this permission set.

TypeItemPermissionDescription
Application Access Services_CPQ_Lightning Visible This allows the user to create, edit and view estimates, estimate templates, and their related records with the exception of skills.
Apex Class Permission AsyncApexJobProgressController Enabled This allows the user to create, edit and view estimates, estimate templates, and their related records with the exception of skills.
EstimateBuilderController Enabled This allows the user to create, edit and view estimates, estimate templates, and their related records with the exception of skills.
AddFromTemplateController Enabled This allows the user to create, edit and view estimates, estimate templates, and their related records with the exception of skills.
BryntumGridController Enabled This allows the user to create, edit and view estimates, estimate templates, and their related records with the exception of skills.
CEST_SelectTemplateController Enabled This allows the user to create, edit and view estimates, estimate templates, and their related records with the exception of skills.
ME_MoveEstimateDatesController Enabled This allows the user to create, edit and view estimates, estimate templates, and their related records with the exception of skills.
CPQCustomSettingController Enabled This allows the user to create, edit and view estimates, estimate templates, and their related records with the exception of skills.
CreateEstimateModalController Enabled This allows the user to create, edit and view estimates, estimate templates, and their related records with the exception of skills.
CE_CloneEstimateModalController Enabled This allows the user to create, edit and view estimates, estimate templates, and their related records with the exception of skills.
OpportunityEstimateSummaryController Enabled This allows the user to create, edit and view estimates, estimate templates, and their related records with the exception of skills.
LookupSearchController Enabled This allows the user to create, edit and view estimates, estimate templates, and their related records with the exception of skills.
LookupController Enabled This allows the user to create, edit and view estimates, estimate templates, and their related records with the exception of skills.
EstimateDateController Enabled This allows the user to create, edit and view estimates, estimate templates, and their related records with the exception of skills.
MassRateOverrideController Enabled This allows the user to create, edit and view estimates, estimate templates, and their related records with the exception of skills.
ManageEstimateProductsController Enabled This allows the user to create, edit and view estimates, estimate templates, and their related records with the exception of skills.
MR_RefreshRatesController Enabled This allows the user to create, edit and view estimates, estimate templates, and their related records with the exception of skills.
EstimateSearchGridController Enabled This allows the user to create, edit and view estimates, estimate templates, and their related records with the exception of skills.
LoadFieldSet Enabled This allows the user to create, edit and view estimates, estimate templates, and their related records with the exception of skills.
PermissionsController Enabled This allows the user to create, edit and view estimates, estimate templates, and their related records with the exception of skills.
RateCardController Enabled This allows the user to create, edit and view estimates, estimate templates, and their related records with the exception of skills.
RoleRequestManagerController Enabled This allows the user to create, edit and view estimates, estimate templates, and their related records with the exception of skills.
RRCH_CalculatedRRModalController Enabled This allows the user to create, edit and view estimates, estimate templates, and their related records with the exception of skills.
ScheduleController Enabled This allows the user to create, edit and view estimates, estimate templates, and their related records with the exception of skills.
SObjectSaveController Enabled This allows the user to create, edit and view estimates, estimate templates, and their related records with the exception of skills.
SObjectController Enabled This allows the user to create, edit and view estimates, estimate templates, and their related records with the exception of skills.
UpliftRatesController Enabled This allows the user to create, edit and view estimates, estimate templates, and their related records with the exception of skills.
Field Permission Estimate__c.Account__c Edit, Read This allows the user to create, edit and view estimates, estimate templates, and their related records with the exception of skills.
Estimate__c.Account__c Edit, Read This allows the user to create, edit and view estimates, estimate templates, and their related records with the exception of skills.
Estimate__c.Amount__c Edit, Read This allows the user to create, edit and view estimates, estimate templates, and their related records with the exception of skills.
Estimate__c.Billing_Type__c Edit, Read This allows the user to create, edit and view estimates, estimate templates, and their related records with the exception of skills.
Estimate__c.Cost_Contingency__c Edit, Read This allows the user to create, edit and view estimates, estimate templates, and their related records with the exception of skills.
Estimate__c.Apply_Discount_To_Cost_Contingency__c Edit, Read This allows the user to create, edit and view estimates, estimate templates, and their related records with the exception of skills.
Estimate__c.End_Date__c Edit, Read This allows the user to create, edit and view estimates, estimate templates, and their related records with the exception of skills.
Estimate__c.Description__c Edit, Read This allows the user to create, edit and view estimates, estimate templates, and their related records with the exception of skills.
Estimate__c.Cost__c Edit, Read This allows the user to create, edit and view estimates, estimate templates, and their related records with the exception of skills.
Estimate__c.Expense__c Read This allows the user to create, edit and view estimates, estimate templates, and their related records with the exception of skills.
Estimate__c.Total_Non_Billable_Expenses__c Read This allows the user to create, edit and view estimates, estimate templates, and their related records with the exception of skills.
Estimate__c.Group__c Edit, Read This allows the user to create, edit and view estimates, estimate templates, and their related records with the exception of skills.
Estimate__c.Is_Primary__c Edit, Read This allows the user to create, edit and view estimates, estimate templates, and their related records with the exception of skills.
Estimate__c.Project__c Read This allows the user to create, edit and view estimates, estimate templates, and their related records with the exception of skills.
Estimate__c.Opportunity__c Edit, Read This allows the user to create, edit and view estimates, estimate templates, and their related records with the exception of skills.
Estimate__c.Is_Template__c Edit, Read This allows the user to create, edit and view estimates, estimate templates, and their related records with the exception of skills.
Estimate__c.Is_Pushed_To_Opportunity__c Read This allows the user to create, edit and view estimates, estimate templates, and their related records with the exception of skills.
Estimate__c.Percent_Global_Discount__c Edit, Read This allows the user to create, edit and view estimates, estimate templates, and their related records with the exception of skills.
Estimate__c.Percent_Discount__c Read This allows the user to create, edit and view estimates, estimate templates, and their related records with the exception of skills.
Estimate__c.Practice__c Edit, Read This allows the user to create, edit and view estimates, estimate templates, and their related records with the exception of skills.
Estimate__c.Region__c Edit, Read This allows the user to create, edit and view estimates, estimate templates, and their related records with the exception of skills.
Estimate__c.Stage_Name__c Edit, Read This allows the user to create, edit and view estimates, estimate templates, and their related records with the exception of skills.
Estimate__c.Start_Date__c Edit, Read This allows the user to create, edit and view estimates, estimate templates, and their related records with the exception of skills.
Estimate__c.Global_Discount__c Read This allows the user to create, edit and view estimates, estimate templates, and their related records with the exception of skills.
Estimate__c.Discount__c Read This allows the user to create, edit and view estimates, estimate templates, and their related records with the exception of skills.
Estimate__c.Duration__c Read This allows the user to create, edit and view estimates, estimate templates, and their related records with the exception of skills.
Estimate__c.Margin__c Read This allows the user to create, edit and view estimates, estimate templates, and their related records with the exception of skills.
Estimate__c.Net_Amount__c Read This allows the user to create, edit and view estimates, estimate templates, and their related records with the exception of skills.
Estimate__c.Percent_Margin__c Read This allows the user to create, edit and view estimates, estimate templates, and their related records with the exception of skills.
Estimate__c.Role_Request_Uplift_Percentage__c Edit, Read This allows the user to create, edit and view estimates, estimate templates, and their related records with the exception of skills.
Estimate__c.Role_Request_Uplift_Cut_Off_Date__c Edit, Read This allows the user to create, edit and view estimates, estimate templates, and their related records with the exception of skills.
Estimate__c.Product__c Edit, Read This allows the user to create, edit and view estimates, estimate templates, and their related records with the exception of skills.
Estimate_Product__c.Product__c Read This allows the user to create, edit and view estimates, estimate templates, and their related records with the exception of skills.
Estimate_Role_Request__c.Estimate__c Edit, Read This allows the user to create, edit and view estimates, estimate templates, and their related records with the exception of skills.
Estimate_Role_Request__c.Bill_Rate_Override__c Edit, Read This allows the user to create, edit and view estimates, estimate templates, and their related records with the exception of skills.
Estimate_Role_Request__c.Is_Hours_Calculated__c Edit, Read This allows the user to create, edit and view estimates, estimate templates, and their related records with the exception of skills.
Estimate_Role_Request__c.Cost_Rate_Override__c Edit, Read This allows the user to create, edit and view estimates, estimate templates, and their related records with the exception of skills.
Estimate_Role_Request__c.Average_Cost_Rate__c Edit, Read This allows the user to create, edit and view estimates, estimate templates, and their related records with the exception of skills.
Estimate_Role_Request__c.Estimate_Task__c Edit, Read This allows the user to create, edit and view estimates, estimate templates, and their related records with the exception of skills.
Estimate_Role_Request__c.External_Resource__c Read This allows the user to create, edit and view estimates, estimate templates, and their related records with the exception of skills.
Estimate_Role_Request__c.Group__c Edit, Read This allows the user to create, edit and view estimates, estimate templates, and their related records with the exception of skills.
Estimate_Role_Request__c.Estimate_Product__c Edit, Read This allows the user to create, edit and view estimates, estimate templates, and their related records with the exception of skills.
Estimate_Task__c.Estimate_Product__c Edit, Read This allows the user to create, edit and view estimates, estimate templates, and their related records with the exception of skills.
Estimate_Line_Set__c.Estimate_Product__c Edit, Read This allows the user to create, edit and view estimates, estimate templates, and their related records with the exception of skills.
Estimate_Role_Request__c.Practice__c Edit, Read This allows the user to create, edit and view estimates, estimate templates, and their related records with the exception of skills.
Estimate_Role_Request__c.Margin__c Read This allows the user to create, edit and view estimates, estimate templates, and their related records with the exception of skills.
Estimate_Role_Request__c.Percent_Margin__c Read This allows the user to create, edit and view estimates, estimate templates, and their related records with the exception of skills.
Estimate_Role_Request__c.Region__c Edit, Read This allows the user to create, edit and view estimates, estimate templates, and their related records with the exception of skills.
Estimate_Role_Request__c.Requested_Bill_Rate__c Read This allows the user to create, edit and view estimates, estimate templates, and their related records with the exception of skills.
Estimate_Role_Request__c.Resource_Request__c Read This allows the user to create, edit and view estimates, estimate templates, and their related records with the exception of skills.
Estimate_Role_Request__c.Source_Estimate__c Read This allows the user to create, edit and view estimates, estimate templates, and their related records with the exception of skills.
Estimate_Role_Request__c.Suggested_Bill_Rate__c Edit, Read This allows the user to create, edit and view estimates, estimate templates, and their related records with the exception of skills.
Estimate_Role_Request__c.Percent_Discount__c Edit, Read This allows the user to create, edit and view estimates, estimate templates, and their related records with the exception of skills.
Estimate_Role_Request__c.Schedule__c Read This allows the user to create, edit and view estimates, estimate templates, and their related records with the exception of skills.
Estimate_Role_Request__c.Estimate_Line_Set__c Edit, Read This allows the user to create, edit and view estimates, estimate templates, and their related records with the exception of skills.
Estimate_Role_Request__c.Order__c Edit, Read This allows the user to create, edit and view estimates, estimate templates, and their related records with the exception of skills.
Estimate_Role_Request__c.External_Resource__c Edit, Read This allows the user to create, edit and view estimates, estimate templates, and their related records with the exception of skills.
Estimate_Role_Request__c.Percent_Allocation_for_Calculated_Hours__c Edit, Read This allows the user to create, edit and view estimates, estimate templates, and their related records with the exception of skills.
Estimate_Role_Request__c.Role_for_Calculated_Hours__c Edit, Read This allows the user to create, edit and view estimates, estimate templates, and their related records with the exception of skills.
Estimate_Task__c.Estimate__c Edit, Read This allows the user to create, edit and view estimates, estimate templates, and their related records with the exception of skills.
Estimate_Task__c.Bill_Amount__c Read This allows the user to create, edit and view estimates, estimate templates, and their related records with the exception of skills.
Estimate_Task__c.Cost_Amount__c Read This allows the user to create, edit and view estimates, estimate templates, and their related records with the exception of skills.
Estimate_Task__c.End_Date__c Edit, Read This allows the user to create, edit and view estimates, estimate templates, and their related records with the exception of skills.
Estimate_Task__c.Hours__c Read This allows the user to create, edit and view estimates, estimate templates, and their related records with the exception of skills.
Estimate_Task__c.Margin__c Read This allows the user to create, edit and view estimates, estimate templates, and their related records with the exception of skills.
Estimate_Task__c.Net_Bill_Amount__c Read This allows the user to create, edit and view estimates, estimate templates, and their related records with the exception of skills.
Estimate_Task__c.Order__c Edit, Read This allows the user to create, edit and view estimates, estimate templates, and their related records with the exception of skills.
Estimate_Task__c.Source_Estimate__c Read This allows the user to create, edit and view estimates, estimate templates, and their related records with the exception of skills.
Estimate_Task__c.Start_Date__c Edit, Read This allows the user to create, edit and view estimates, estimate templates, and their related records with the exception of skills.
Estimate_Task__c.Percent_Discount__c Edit, Read This allows the user to create, edit and view estimates, estimate templates, and their related records with the exception of skills.
Estimate_Task__c.Estimate_Line_Set__c Edit, Read This allows the user to create, edit and view estimates, estimate templates, and their related records with the exception of skills.
pse__Project_Source__c.Source_Estimate__c Edit, Read This allows the user to create, edit and view estimates, estimate templates, and their related records with the exception of skills.
pse__Project_Source__c.Entire_Estimate_to_Single_Project__c Edit, Read This allows the user to create, edit and view estimates, estimate templates, and their related records with the exception of skills.
pse__Project_Source__c.Source_Estimate_Product_Instance__c Edit, Read This allows the user to create, edit and view estimates, estimate templates, and their related records with the exception of skills.
Estimate_Line_Set__c.Estimate__c Edit, Read This allows the user to create, edit and view estimates, estimate templates, and their related records with the exception of skills.
Estimate_Line_Set__c.End_Date__c Edit, Read This allows the user to create, edit and view estimates, estimate templates, and their related records with the exception of skills.
Estimate_Line_Set__c.Start_Date__c Edit, Read This allows the user to create, edit and view estimates, estimate templates, and their related records with the exception of skills.
Estimate_Line_Set__c.Order__c Edit, Read This allows the user to create, edit and view estimates, estimate templates, and their related records with the exception of skills.
Estimate_Line_Set__c.Billing_Type__c Edit, Read This allows the user to create, edit and view estimates, estimate templates, and their related records with the exception of skills.
Estimate_Line_Set__c.Net_Bill_Amount__c Read This allows the user to create, edit and view estimates, estimate templates, and their related records with the exception of skills.
Estimate_Line_Set__c.Fixed_Price_Margin_Percent__c Edit, Read This allows the user to create, edit and view estimates, estimate templates, and their related records with the exception of skills.
Estimate_Product__c.Default_Billing_Type__c Read This allows the user to create, edit and view estimates, estimate templates, and their related records with the exception of skills.
Estimate_Product__c.Default_Fixed_Price_Margin_Percent__c Read This allows the user to create, edit and view estimates, estimate templates, and their related records with the exception of skills.
Estimate_Product__c.Is_Active__c Read This allows the user to create, edit and view estimates, estimate templates, and their related records with the exception of skills.
Estimate_Product__c.Product__c Read This allows the user to create, edit and view estimates, estimate templates, and their related records with the exception of skills.
Estimate_Product_Instance__c.Order__c Edit, Read This allows the user to create, edit and view estimates, estimate templates, and their related records with the exception of skills.
Estimate_Product_Instance__c.End_Date__c Edit, Read This allows the user to create, edit and view estimates, estimate templates, and their related records with the exception of skills.
Estimate_Product_Instance__c.Billing_Type__c Edit, Read This allows the user to create, edit and view estimates, estimate templates, and their related records with the exception of skills.
Estimate_Product_Instance__c.Is_Pushed_To_Opportunity__c Read This allows the user to create, edit and view estimates, estimate templates, and their related records with the exception of skills.
Estimate_Product_Instance__c.Fixed_Price_Margin_Percent__c Edit, Read This allows the user to create, edit and view estimates, estimate templates, and their related records with the exception of skills.
Estimate_Product_Instance__c.Is_Processing__c Read This allows the user to create, edit and view estimates, estimate templates, and their related records with the exception of skills.
Estimate_Product_Instance__c.Project__c Read This allows the user to create, edit and view estimates, estimate templates, and their related records with the exception of skills.
Opportunity.pse__Region__c Read This allows the user to create, edit and view estimates, estimate templates, and their related records with the exception of skills.
Opportunity.pse__Practice__c Read This allows the user to create, edit and view estimates, estimate templates, and their related records with the exception of skills.
Opportunity.pse__Group__c Read This allows the user to create, edit and view estimates, estimate templates, and their related records with the exception of skills.
pse__Rate_Card__c.pse__Role__c Read This allows the user to create, edit and view estimates, estimate templates, and their related records with the exception of skills.
pse__Rate_Card__c.pse__Start_Date__c Read This allows the user to create, edit and view estimates, estimate templates, and their related records with the exception of skills.
pse__Rate_Card__c.pse__End_Date__c Read This allows the user to create, edit and view estimates, estimate templates, and their related records with the exception of skills.
pse__Rate_Card__c.pse__Region__c Read This allows the user to create, edit and view estimates, estimate templates, and their related records with the exception of skills.
pse__Time_Period__c.Name Read This allows the user to create, edit and view estimates, estimate templates, and their related records with the exception of skills.
pse__Region__c.pse__Region_Id_Chain__c Read This allows the user to create, edit and view estimates, estimate templates, and their related records with the exception of skills.
pse__Practice__c.pse__Practice_Id_Chain__c Read This allows the user to create, edit and view estimates, estimate templates, and their related records with the exception of skills.
pse__Grp__c.pse__Group_Id_Chain__c Read This allows the user to create, edit and view estimates, estimate templates, and their related records with the exception of skills.
Object Permission Estimate__c Create, Read, Edit This allows the user to create, edit and view estimates, estimate templates, and their related records with the exception of skills.
Estimate_Product__c Read This allows the user to create, edit and view estimates, estimate templates, and their related records with the exception of skills.
Estimate_Product_Instance__c Create, Read, Edit, Delete This allows the user to create, edit and view estimates, estimate templates, and their related records with the exception of skills.
Estimate_Product_Item__c Read This allows the user to create, edit and view estimates, estimate templates, and their related records with the exception of skills.
Estimate_Task__c Create, Read, Edit, Delete This allows the user to create, edit and view estimates, estimate templates, and their related records with the exception of skills.
Estimate_Role_Request__c Create, Read, Edit, Delete This allows the user to create, edit and view estimates, estimate templates, and their related records with the exception of skills.
Estimate_Line_Set__c Create, Read, Edit, Delete This allows the user to create, edit and view estimates, estimate templates, and their related records with the exception of skills.
pse__Time_Period__c Read This allows the user to create, edit and view estimates, estimate templates, and their related records with the exception of skills.
Estimate_Time_Period_Override__c Create, Read, Edit, Delete This allows the user to create, edit and view estimates, estimate templates, and their related records with the exception of skills.
pse__Schedule__c Create, Read This allows the user to create, edit and view estimates, estimate templates, and their related records with the exception of skills.
pse__Region__c Read This allows the user to create, edit and view estimates, estimate templates, and their related records with the exception of skills.
pse__Practice__c Read This allows the user to create, edit and view estimates, estimate templates, and their related records with the exception of skills.
pse__Grp__c Read This allows the user to create, edit and view estimates, estimate templates, and their related records with the exception of skills.
pse__Proj__c Read This allows the user to create, edit and view estimates, estimate templates, and their related records with the exception of skills.
pse__Rate_Card__c Read This allows the user to create, edit and view estimates, estimate templates, and their related records with the exception of skills.
Estimate_Time_Period_Override__c Read This allows the user to create, edit and view estimates, estimate templates, and their related records with the exception of skills.
pse__Time_Period__c Read This allows the user to create, edit and view estimates, estimate templates, and their related records with the exception of skills.
Tab Permission Services_CPQ_Workspace Visible This allows the user to create, edit and view estimates, estimate templates, and their related records with the exception of skills.
Estimate__c Visible This allows the user to create, edit and view estimates, estimate templates, and their related records with the exception of skills.


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