Permission Sets information

The table below summarizes the additional permissions added in version 10.46 and above.

Note:

Ensure the permission sets are updated to include changes from the Quotes version 10.46 onwards.
You can compare the Zuora managed package permission sets with your custom permission sets. For more information, see Compare Zuora managed package permission sets with custom permission sets.

Zuora Quotes End User

Note: Zuora recommends you use a combination of managed package permission sets and permission set groups (PSG). See Create permission set group and muting permission set.

Apex Class Access


Artifact	Enabled	Changed in Version
SuspendResumeActionHelper		10.57
SuspendResumeFeatureAccess
SubscriptionActionController
SubscriptionActionService
ParentQuoteDetailController		10.46
MappedValueProvider		10.47
MSQOrderRequest		10.46
MultiOrgSelectionPlugin		10.47
OAuthToken		10.47
PricingController		10.47
PricingService		10.47
QChargeAttribute		10.47
RulesManagerService		10.46
SelectMultiOrgListController		10.47
ZCache		10.46

App Permissions


Z_Quote		10.47
Z_Quote_Lightning		10.47

Field Permissions


Object	Artifact	Edit Access	Changed in Version
Async_Operation_Result__c	OrderRequestJSONBody__c		10.46
	Request_Process_Start_Time__c		10.46
	Salesforce_Job_Id__c		10.46
	Salesforce_Job_Start_Time__c		10.46
Add_on_component_registration__c	isHeadLess__c		10.46
CalculatedValue__c	Json__c		10.46
CalculatedValue__c	ObjectType__c		10.46
ChargeSegment__c	ActionType__c		10.46
ComponentStateItem__c	Is_New_Quote__c		10.46
Contact	County__c		10.46
Feature_Access_Rule__c	Is_Apply_To_MSQ__c		10.46
FilterCondition__c	Json__c		10.46
FilterCondition__c	ObjectType__c		10.46
Hosted_Page_Setting__c	Height__c		10.46
Hosted_Page_Setting__c	Width__c		10.46
List_Filter__c	PermissionSet_Visibility_List__c		10.50
List_Filter_Item__c	LeftFieldLabel__c		10.46
	RightFieldLabel__c		10.46
	SortOrder__c		10.46
List_Filter__c	Profile_Visibility_List__c		10.46
Lookup_Filter__c	Field_Name__c		10.46
Lookup_Filter__c	JSON__c		10.46
Opportunity	ZuoraConfig__c		10.46
Org_Access_Mapping__c	AllOrganizations__c		10.47
	All_Profiles__c		10.47
	Organization__c		10.47
	Profile_Name__c		10.47
	User__c		10.47
Product2	zqu__ProductType__c		10.54
ProductFilterSetting__c	SelectedProductFilters__c		10.46
ProductFilterSetting__c	Is_For_MSQ__c		10.46
ProductRatePlanChargeOrg__c	OrgId__c		10.46
	ProductRatePlanChargeId__c		10.46
	ProductRatePlanId__c		10.46
	productID__c		10.46
	ZuoraId__c		10.47
ProductRatePlanCharge__c	IsStacked__c		10.46
	Prepaid_Total_Quantity__c		10.46
	DrawdownRate__c		10.46
	zqu__Optional__c		10.54
	zqu__OptionalDefaultValue__c		10.54
Quote__c	ForceStoreExistingProducts__c	Note: Updated in version 10.54	10.47
	ZuoraOrganizationID__c		10.47
	Organization_Name__c		10.47
	QuoteIdentifier__c permission		10.48
	ExtendCurrentTermBySuspendedDays__c		10.57
	ResumePeriodType__c
	ResumePeriod__c
	ResumePolicy__c
	ResumeDate__c
	SetDetailsForResume__c
	SuspendOn__c
	SuspendPeriodType__c
	SuspendPeriod__c
	SuspendDate__c
QuoteAmendment__c	InvoiceSeparately__c		10.46
	Quote_Type__c		10.46
	Subscription_Bill_To_Contact_ZuoraId__c		10.46
	Subscription_Payment_Term__c		10.46
	Subscription_Sold_To_Contact_ZuoraId__c		10.46
QuoteCharge__c	isMigrated__c		10.46
QuoteFieldRuleItem__c	SortOrder__c		10.46
QuoteFieldRule__c	Apply_To__c		10.46
QuoteFieldRule__c	Is_Apply_To_MSQ__c		10.46
QuoteOrderLineItem__c	DeferredRevenueAccountingCode__c		10.46
	RecognizedRevenueAccountingCode__c		10.46
	RevenueRecognitionRule__c		10.46
	Description__c		10.46
	ItemState__c		10.46
	ProductCode__c		10.46
	PurchaseOrderNumber__c		10.46
	Quote__c		10.46
	SoldToContactZuoraId__c		10.46
	SoldToContact__c		10.46
	TaxCode__c		10.46
	Taxable__c		10.46
	ZUnitOfMeasure__c		10.46
QuoteRatePlanChargeAttribute__c	Attribute_Mapping__c		10.47
	Attributes__c		10.47
	Price_Zuora_Id__c		10.47
	ProductRatePlanChargeZuoraId__c		10.47
	QuoteRatePlanCharge__c		10.47
	RateCard__c		10.47
	isNegotiatedPrice__c		10.48
QuoteRatePlanCharge__c	IsDimensionalPrice__c		10.47
	Random_Id__c		10.47
	Preview_Delta__c		10.46
	TCB__c		10.46
	OriginalChargeZuoraId__c		10.48
QuoteRatePlanOption__c	ProductRatePlan__c		10.46
QuoteRatePlan__c	OriginalRatePlanZuoraId__c		10.46
QuoteRatePlan__c	Quote_Amendment_Type__c		10.46
Quote__c	AsyncDraftOrderId__c		10.46
	AsyncDraftSubscriptionId__c		10.46
	AsyncJobId__c		10.46
	BillingCycleDay__c		10.46
	CreditMemoTemplateID__c		10.46
	SequenceSetId__c		10.46
	TCBTax__c		10.46
	Qli_Total__c		10.46
	Qli_Subtotal__c		10.46
	Qli_Tax__c		10.46
	Subscription_Total__c		10.46
	Subscription_Subtotal__c		10.46
	Subscription_Tax__c		10.46
	QuoteOrderDate__c		10.46
	Subscription_Bill_To_Contact_Name__c		10.46
	Subscription_Bill_To_Contact_ZuoraId__c		10.46
	Subscription_Sold_To_Contact_Name__c		10.46
	Subscription_Sold_To_Contact_ZuoraId__c		10.46
	Subscription_Payment_Term__c		10.46
	Subscription_Invoice_Template_ZuoraId__c		10.46
	Subscription_Sequence_Set_ZuoraId__c		10.46
	InvoiceGroupNumber__c		10.46
	Subscription_Owner_ZuoraId__c		10.46
	Subscription_Owner_Name__c		10.46
	UnroundedMRR__c		10.46
	UnroundedDeltaMRR__c		10.46
	UnroundedDiscountMRR__c		10.46
	UnroundedDeltaDiscountMRR__c		10.46
	UnroundedTCB__c		10.46
	UnroundedDeltaTCB__c		10.46
	UnroundedDiscountTCB__c		10.46
	UnroundedDeltaDiscountTCB__c		10.46
	UnroundedTCV__c		10.46
	UnroundedDeltaTCV__c		10.46
	UnroundedDiscountTCV__c		10.46
	UnroundedDeltaDiscountTCV__c		10.46
	Quote_Line_Item_Inline_Discount__c		10.46
	Billing_Account_Name__c		10.46
	Subscription_Owner_Type__c		10.46
	IsMSQ__c		10.46
	MSQ_AsyncRequestAmendmentId__c		10.46
	MSQ_AsyncRequestError__c		10.46
	MSQ_AsyncRequestJobId__c		10.46
	MSQ_AsyncRequestStatus__c		10.46
	MSQ_AsyncRequestType__c		10.46
	MSQ_ChildSequenceNumber__c		10.46
	MSQ_PreviewOnSubmit__c		10.46
User_Notification_Config__c	Field_Name__c		10.46
	Field_Value__c		10.46
	Is_Field_Specific__c		10.46
	Object_Name__c		10.46
	User_Emails__c		10.46
UserProductFilter__c	ObjectName__c		10.46
ZFeatureFieldSet__c	FeatureZuoraId__c		10.46
ZFilter__c	FieldSetName__c		10.46
	IsSingleColumn__c		10.46
	IsSystemGenerated__c		10.46
	ObjectName__c		10.46
	ZList__c		10.46
ZList__c	Description__c		10.46
ZOrganization__c	Description__c		10.46
	Functional_Currency__c		10.46
	Parent_Organization__c		10.46
	Reporting_Currency__c		10.46
ZRule__c	ActionJson__c		10.46
	Active__c		10.46
	Description__c		10.46
	Json__c		10.46
	ObjectType__c		10.46
	Priority__c		10.46
	TriggerEvent__c		10.46
ZSyncSchema__c	SyncObjectType__c		10.46
	ZFieldType__c		10.47
	ZRequired__c		10.47
ZuoraConfig__c	APIPassword__c		10.46
	APIURL__c		10.46
	APIUsername__c		10.46
	Active__c		10.46
	AllowUpdateBillCycleDay__c		10.46
	AllowUpdatingZuora__c		10.46
	BaseURL__c		10.46
	BillingAccount_AllowInvoiceEdit__c		10.46
	BillingAccount_Batch__c		10.46
	BillingAccount_BillCycleDay__c		10.46
	Currency__c		10.46
	DateFormatInput__c		10.46
	Debug__c		10.46
	EnableAmendmentsDEV__c		10.46
	InvoiceDeliveryPreferences__c		10.46
	MatchContractEffectiveDate__c		10.46
	MaxAPIQueryFilter__c		10.46
	PaymentTerm__c		10.46
	ProductSelectorVersion__c		10.46
	QuoteReadOnly__c		10.46
	QuoteURL__c		10.46
	SubscriptionAutorenewDefault__c		10.46
	Template_Id__c		10.46

Object Permissions


Artifact	Read	Create	Edit	Delete	View All Records	Modify All Records	View All Fields	Changed in Version
CalculatedValue__c								10.46
Catalog_Sync_History__c								10.46
ComponentStateItem__c								10.46
FilterCondition__c								10.46
Lookup_Filter__c								10.46
MSQ_Preview_Notification__e								10.47
Org_Access_Mapping__c								10.47
ProductFilterSetting__c								10.46
ProductOption__c								10.47
ProductOptionGroup__c								10.47
ProductRatePlanChargeOrg__c								10.46
QuoteChargeDetail__c								10.46
QuoteChargeIntervalDetail__c								10.46
QuoteFieldRuleItem__c								10.46
ZFilter__c								10.46
ZSyncSchema__c								10.47
ZSyncSchemaValue__c								10.47
ZOrganization__c								10.46
ZuoraConfig__c								10.46
MSQ_Preview_Event__e								10.46

Record Type Visibility


Artifact	Visible	Changed in Version
ProductRatePlanChargeTierOption__c.Default		10.46
ProductRatePlanChargeTierOption__c.Snapshot		10.46
Quote__c.Parent		10.46
Quote__c.Parent_ReadOnly		10.46

Zuora Quotes Product Admin

Field Permissions


Object	Artifact	Changed in Version
List_Filter__c	PermissionSet_Visibility_List__c	10.50
ProductFilterSetting__c	SelectedProductFilters__c	10.46
QuoteFieldRule__c	Is_Apply_To_MSQ__c	10.46
QuoteRatePlanCharge__c	TCB__c	10.46
QuoteRatePlan__c	OriginalRatePlanZuoraId__c	10.46
Quote__c	InvoiceOwner__c	10.46
Quote__c	ForceStoreExistingProducts__c	10.46

Object Permissions


Artifact	Read	Create	Edit	Delete	View All Records	Modify All Records	View All Fields	Changed in Version
BillingEntity__c								10.47
QuoteRatePlanChargeAttribute__c								10.47

Zuora Rules End User

Field Permissions


Object	Artifact	Read Access	Edit Access	Changed in Version
QuoteFieldRule__c	Is_Apply_To_MSQ__c
QuoteRatePlanCharge__c	TCB__c
QuoteRatePlan__c	OriginalRatePlanZuoraId__c
ProductFilterSetting__c	SelectedProductFilters__c

User-mode query permissions for Zuora Quotes 10.62 and later

Starting with Zuora Quotes 10.62, SOQL queries used by Quotes run in Salesforce user mode instead of system mode. Quotes users must therefore have the required object-level and field-level permissions for the standard Salesforce objects, Zuora 360 objects, and related fields that Quotes accesses at runtime.

Without the required permissions, non-administrator users might encounter access-related errors when they use Quotes. Before upgrading to Zuora Quotes 10.62 or a later version, review the permission sets assigned to your Quotes users and verify that they have access to the objects and fields listed in the following tables.

If you use custom permission sets instead of the Zuora Quotes End User permission set, compare your custom permission sets with the Zuora Quotes End User permission set and grant any missing access.

If your org remains on a version earlier than 10.62, these user-mode query changes do not affect the org until you upgrade to version 10.62 or a later version.

Salesforce standard object and their fields being used in Zuora CPQ package:


Object	Fields	Minimum permission required
Account	Name, IsPersonAccount, ParentId, AccountNumber	Read access to the object and fields
Contact	Name, FirstName, LastName, AccountId, Email, Phone, HomePhone, MobilePhone, OtherPhone, Fax, MailingStreet, MailingCountry, MailingState, MailingCity, MailingPostalCode	Read access to the object and fields
Product2	Name, Description	Read access to the object and fields

Additional permissions for Opportunity Product Sync:

The following objects and fields are required only when the Opportunity Product Sync feature is enabled.


Object	Fields	Minimum permission required
OpportunityLineItem	OpportunityId, PricebookEntryId, Quantity, TotalPrice	Read, Create, and Delete access to the object and fields
Opportunity	Name, AccountId, CurrencyISOCode, Pricebook2Id, CloseDate	Read access to the object and fields
Pricebook2	IsStandard	Read access to the object and field
PricebookEntry	Product2Id, Pricebook2Id, UnitPrice, IsActive	Read and Create access to the object and fields

The Pricebook2Id field on Opportunity is required only when Opportunity Product Sync is enabled. The sync process creates standard Pricebook entries for products that do not already have one and deletes previously synced Opportunity Products when required.

Zuora 360 Objects and their fields being used in Zuora CPQ package:


Object	Fields	Minimum permission required
Billing Account	Name, Zuora_Id__c, AccountNumber__c, SoldToId__c, BillCycleDay__c, BillToId__c, Default_Payment_Method__c, DefaultPaymentMethod__c, PaymentTerm__c, Currency__c, BillToName__c, SoldToName__c, Parent__c, external_id__c, Organization__c, EntityID__c, Status__c	Read access to the object and fields
ZContact	Name, FirstName__c, LastName__c, External_Id__c	Read access to the object and fields
Subscription Product & Charge	Name, Zuora_Id__c, ChargeNumber__c, Model__c, Description__c, BillingPeriod__c, UOM__c, Quantity__c, DiscountPercentage__c, Price__c, IncludedUnits__c, DiscountLevel__c, Upto_How_Many_Periods__c, MonthlyRecurringRevenue__c, TotalContractValue__c, ApplyDiscountTo__c, Subscription__c, ProductName__c, RatePlanName__c, SubscriptionRatePlan__c, ProductName_Product__c, UOM_formula__c, Type__c, EndDateCondition__c	Read access to the object and fields
Subscription	Zuora_Id__c, Name, ContractEffectiveDate__c, TermSettingType__c, Status__c, InitialTerm__c, RenewalTerm__c, Currency__c, SubscriptionNumber__c, TermEndDate__c, QuoteNumber__c, External_Id__c, CustomerAccount__c, InvoiceOwner__c	Read access to the object and fields
Zuora Organization	External_Id__c	Read access to the object and field
Subscription Rate Plan	Name, External_Id__c, OriginalProductRatePlanId__c, OriginalSubscriptionRatePlanId__c, Subscription__c	Read access to the object and fields
Sync History	Sync_On__c, Is_Success__c, Sync_Target__c	Read access to the object and fields
Payment Method	—	Read access to the object

Note:

If a field listed in these tables is a lookup field, users must also have Read access to the target object referenced by the lookup. Salesforce enforces Read access to lookup target objects for queries executed in user mode. For example, Default_Payment_Method__c on Billing Account is a lookup to the Payment Method object. Users must therefore have Read access to the Payment Method object.

If the required access is not granted, Quotes users might see errors when performing common tasks in the legacy UI, Global Methods, or Quote Studio. For example, if a user does not have Read access to the Description field on Product2, adding a product to a quote might display the following error:

Error Adding Product(s): No such column 'Description' on entity 'Product2'.

When using a custom field, append __c to the custom field name. Refer to your WSDL or the Salesforce describe call for the appropriate field name.

To configure permissions for the Salesforce Automated Process user when a Flow or Platform Event updates a Zuora Quote, see Automated Process user permissions.

Salesforce Standard Field Permissions

Salesforce managed package permission sets do not support adding permissions to standard object fields. After upgrading to Quote 10.46 or later, users must manually assign access to standard CPQ quote fields. While most Salesforce standard fields are accessible through standard Salesforce profiles, verify the field-level access. If permissions are missing, add them to existing user profiles or through custom permission sets.

The table below lists the fieldsets requiring manual access from version 10.46 and above.


Type	Artifact
Account	Name
	IsPersonAccount
	AccountNumber
	ParentId
Contact	AccountId
	Name
	FirstName
	LastName
	Email
	Phone
	MailingCity
	MailingCountry
	MailingState
	MailingStreet
	MailingPostalCode
	County
	Fax
	MobilePhone
	OtherPhone
	HomePhone
	AssistantName
	AssistantPhone
	Birthdate
	Department
	Description
	DoNotCall
	HasOptedOutOfEmail
	HasOptedOutOfFax
	LeadSource
	OtherAddress
	ReportsToId
	Title
Opportunity	Name
	AccountId
	CurrencyISOCode
	Amount
	CampaignId
	ContractId
	Description
	ExpectedRevenue
	IsPrivate
	LeadSource
	NextStep
	Probability
	TotalOpportunityQuantity
	Type
Product2	Name
	ProductCode
	IsActive
	Family
	Description

Welcome to Zuora Product Documentation

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Permission Sets information

Zuora Quotes End User

Zuora Quotes Product Admin

Zuora Rules End User

User-mode query permissions for Zuora Quotes 10.62 and later

Salesforce Standard Field Permissions

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