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 |
|---|---|---|
| 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 |
Read Access |
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 | |
| 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__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 | |
| 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 |
| 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 | |
| Optional__c |
|
|
10.54 | |
| 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 | |
| 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 |
|---|---|---|---|---|
|
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 | |
| 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 |