Welcome to Zuora Product Documentation

Explore our rich library of product information

Standard Object Access

Standard object access defines the Salesforce permissions that Opportunity Product Sync requires for standard object records. Review these permissions to help prevent sync failures caused by missing access.

Standard Object Access that is not part of managed package

Opportunity Product Sync creates and deletes OpportunityLineItem (Opportunity Product) and PricebookEntry records. As these are standard Salesforce objects, they are not governed by the Zuora Quotes permission set.

Ensure that users executing sync have the necessary access through their profile or an additional permission set:

Standard ObjectRequired Access
OpportunityLineItemCreate, Read, Edit, Delete
PricebookEntryCreate, Read
Pricebook2Read
Note:

If users do not have Create access to OpportunityLineItem or its mapped fields, the sync will fail, and a clear permission error message will be recorded in the Opportunity Product Sync Error field on the Quote record.