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
xP&A - Manage Data Sources and Plans XPNA_ManagePlanning Object Permission RecalculateCellValues__e Create, Read, Edit, Delete, View All, Modify All
xP&A - Manage Plans XPNA_PlanningCollaborator Object Permission RecalculateCellValues__e Create, Read


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