Permission Sets information
This reference provides an overview of the additional permissions added in Zuora Quotes version 10.46 and above, including guidance on updating permission sets and comparing managed package permission sets with custom ones.
- 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
Apex Class Access
Artifact | Enabled | Changed in Version |
---|---|---|
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
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 | ||
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 | ||
ObjectType__c | 10.46 | |||
Hosted_Page_Setting__c | Height__c | 10.46 | ||
Width__c | 10.46 | |||
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 | ||
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 | |||
ProductFilterSetting__c | SelectedProductFilters__c | 10.46 | ||
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 | |||
Quote__c | ForceStoreExistingProducts__c | 10.47 | ||
ZuoraOrganizationID__c | 10.47 | |||
Organization_Name__c | 10.47 | |||
QuoteIdentifier__c permission | 10.48 | |||
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 | ||
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 | ||
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 | Read Access | Edit Access | Changed in Version |
---|---|---|---|---|
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 | ||
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 |
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 | |
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 |