Assign the ZQuotes_Custom_User permission set to the Salesforce Automated Process user so automated processes can access the required Zuora Quotes functionality.

1. Perform the following steps to create or select a Salesforce permission set.
   1. Use an existing custom permission set if it provides all the required access.
   2. If you do not have a suitable custom permission set, clone the Zuora Quotes End User permission set.
   3. Give the cloned permission set a unique name, such as ZQuotes_Custom_User.
   4. Remove all Visualforce page access from the cloned permission set. Salesforce does not permit assigning a permission set with Visualforce page access to the Automated Process user.
   5. Confirm that the permission set provides the required object-level and field-level access for your Flow or Platform Event automation and the Zuora Quotes code that it invokes. See User-mode query permissions for Zuora Quotes 10.62 and later.
   6. If the automation uses standard Salesforce objects or fields, add the required access through a custom permission set. Managed package permission sets cannot grant access to standard fields on standard Salesforce objects.
2. Perform the following steps to assign the permission set to the Automated Process user.
   1. Open the Salesforce Developer Console.
   2. Select Debug > Open Execute Anonymous Window.
   3. Paste the following Apex script:

      //Get the automated user Id
      User automUser = [
          SELECT Id FROM User
          WHERE Alias = 'autoproc'
          LIMIT 1
      ]; 
      //Get you existing custom permissionset or 
      //clone a new permissionset from Zuora_Quotes_End_User example ZQuotes_Custom_User(make sure vf pages access should be removed from the permissionset) 
      PermissionSet ps = [
          SELECT Id FROM PermissionSet
          WHERE Name = 'ZQuotes_Custom_User'
          LIMIT 1
      ];  
      // skip if already assigned
      List<PermissionSetAssignment> existing = [
          SELECT Id FROM PermissionSetAssignment
          WHERE AssigneeId = :automUser.Id
          AND PermissionSetId = :ps.Id
      ];
      if (existing.isEmpty()) {
          insert new PermissionSetAssignment(
              AssigneeId = automUser.Id,
              PermissionSetId = ps.Id
          );
          System.debug(LoggingLevel.DEBUG, 'Assigned custonm permission to Automated Process');
      } else {
          System.debug(LoggingLevel.DEBUG, 'Already assigned');
      }

   4. Select Open Log after the script completes.
   5. Verify one of the following messages in the debug log:

      • Assigned the custom permission set to the Automated Process user.

      • The custom permission set is already assigned to the Automated Process user.

      The ZQuotes_Custom_User permission set is assigned to the Automated Process user. Running the script again does not create a duplicate assignment.