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 Label	Permission Set API Name	Type	Item	Permission
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 - Create Projects	PSACreateProjects	Field Permission	Opportunity.AccountId	Read
			Opportunity.Amount	Read
			Opportunity.IsPrivate	Read
			OpportunityLineItem.ListPrice	Read
			OpportunityLineItem.TotalPrice	Read
		Object Permission	Opportunity	Read, Edit
PSA - Edit Skill and Certification Ratings	PSAEditSkillAndCertificationRatings	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 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 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 Resource Requests for an Project	PSAManageResourceRequestsForProject	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
PSA - Recalculate Billing Data	PSARecalculateBillingData	Object Permission	Account	Read
			Contact	Read
PSA - Recalculate Resource Actuals	PSARecalculateResourceActuals	Object Permission	Contact	Read
PSA - Release Billing Events	PSAReleaseBillingEvents	Object Permission	Account	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 - 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 Cost and Revenue Summary 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 Skills Capacity	PSAViewSkillsCapacity	Object Permission	Contact	Read