Actionable Relationship Center (IndustriesARCPsl)
| Permission Set Label | Permission Set Name | Description |
|---|---|---|
| ARC Access | IndustriesARCPsl | Enables user access to Actionable Relationship Center features. |
Billing (RevLifecycleMgmtBillingPsl)
| Permission Set Label | Permission Set Name | Description |
|---|---|---|
| Accounts Receivables Admin | RevenueLifecycleManagementAccountingAdmin | Let accounts receivable admins set up accounting periods, and accounting periods for legal entities. |
| Billing Admin | RevenueLifecycleManagementBillingAdmin | Let billing admins configure billing policies and treatments, define policies, establish default treatments, and assign user permissions. |
| Billing Customer Service User | RevenueLifecycleManagementBillingCustomerService | Let billing customer service users generate invoices on demand for accounts and transactions, and suspend and resume billing for defined periods |
| Billing Operations User | RevenueLifecycleManagementBillingOperations | Let billing operations users schedule invoice runs and manage runtime invoicing operations. |
| Create Billing Schedules From Billing Transactions API | RevenueLifecycleManagementCreateBillingScheduleFromBillingTransactionApi | Use the API to create billing schedules from billing transactions. |
| Credit Memo Operations User | RevenueLifecycleManagementBillingCreditMemoOperations | Let credit memo operations users create, edit, monitor, and delete credit memos. |
| Generate Invoices From Billing Schedule API | RevenueLifecycleManagementBillingCreateInvoiceFromBillingScheduleApi | Use the API to generate invoices from a billing schedule. |
| Manage Errors Using Invoice Error Recovery API | RevenueLifecycleManagementBillingInvoiceErrorRecoveryApi | Use the API to detect and correct invoicing errors, automate error resolution, and provide tools for manual overrides and detailed diagnostics. |
| Tax Admin | RevenueLifecycleManagementBillingTaxAdmin | Let tax admins configure the tax engine, establish tax policies, and define tax treatment for billing. |
| Void a Posted Invoice API | RevenueLifecycleManagementBillingVoidPostedInvoiceApi | Use the API to void a posted invoice to rebill a customer on demand. |
Business Rules Engine Designer (BREDesigner)
| Permission Set Label | Permission Set Name | Description |
|---|---|---|
| Rule Engine Designer | BREDesigner | Provides read and edit access to the calculate run time objects. |
Business Rules Engine Runtime (BRERuntime)
| Permission Set Label | Permission Set Name | Description |
|---|---|---|
| Rule Engine Runtime | BRERuntime | Provides read access to the calculate run time objects. |
Clause Management User (ClauseManagementUser)
| Permission Set Label | Permission Set Name | Description |
|---|---|---|
| Clause Designer User | ClauseDesigner | Allows clause designers to create and manage clauses |
| Clause User | ClauseUser | Allows users to use clauses within documents |
Contract LifeCycle Management User (ContractManagementUser)
| Permission Set Label | Permission Set Name | Description |
|---|---|---|
| CLM Admin User | CLMAdminUser | Allows admin users to monitor and manage contract lifecycles |
| CLM Runtime User | CLMRuntimeUser | Allow users to generate contract documents and execute contract lifecycles |
Contracts AI User (ContractsAIUserPsl)
| Permission Set Label | Permission Set Name | Description |
|---|---|---|
| Contracts AI Clause Designer | ContractsAIClauseDesigner | Allows clause designers to draft clauses and alternative clauses using Contracts AI. Designers can also manually modify clauses drafted with generative AI. |
| Contracts AI User | ContractsAIRuntimeUser | Allows users to extract contract field values and clauses from contract documents. |
Conversation Insights Integration User (CallCoachingIntegrationPsl)
| Permission Set Label | Permission Set Name | Description |
|---|---|---|
| Conversation Insights Integration User | CallCoachingIntegrationUser | Allow an integration user to access Salesforce so third-party telephony providers can upload data to enable the use of Conversation Insights. |
CSV Advanced Data Import (CSVAdvancedDataImportPsl)
| Permission Set Label | Permission Set Name | Description |
|---|---|---|
| Advanced CSV Data Import | AdvancedCsvDataImport | Gives access to advanced CSV file import features. |
CSV Basic Data Import (CSVDataImportPsl)
| Permission Set Label | Permission Set Name | Description |
|---|---|---|
| Basic CSV Data Import | SimpleCsvDataImport | Gives access to import a CSV File. |
Data Processing Engine Psl (DataProcessingEnginePsl)
| Permission Set Label | Permission Set Name | Description |
|---|---|---|
| Use Data Processing Engine | DataProcessingEngineUser | Allow users to access the features of Data Processing Engine to transform data that’s available in your Salesforce org. |
Decimal Quantity DesignTime User (DecimalQuantityDesigntimePsl)
| Permission Set Label | Permission Set Name | Description |
|---|---|---|
| DecimalQuantityDesigntime | DecimalQuantityDesigntime |
Decimal Quantity Runtime User (DecimalQuantityRuntimePsl)
| Permission Set Label | Permission Set Name | Description |
|---|---|---|
| DecimalQuantityRuntime | DecimalQuantityRuntime |
Document Builder User (DocumentBuilderUserPsl)
| Permission Set Label | Permission Set Name | Description |
|---|---|---|
| Document Builder User | DocumentBuilderUser | Gives access to templates and document generation features using Document Builder. |
Fulfillment User PSL (DynamicRevenueOrchestratorUserPsl)
| Permission Set Label | Permission Set Name | Description |
|---|---|---|
| DRO Admin User | DfoAdminUser | Allows users to get System Administrator access to DRO. |
| Fulfillment Designer | DFODesignerUser | Gives users access to all design time objects and interfaces required to configure products, such as decomposition rules, orchestration plans, and scenarios. |
| Fulfillment Manager/Operator | DFOManagerOperatorUser | Gives users access to all runtime entities and interfaces for managing and fulfilling orders. |
| Submit Transactions and Fulfillment User | OrderSubmitUser | Allows users to submit order. |
| Submit Transactions and Orchestrate User | DROOrchestrateTransactionUser | Allows user to submit and orchestrate transactions. |
| Submit Transactions User | DROOrderSubmitInitiateUser | Allows users to initiate order or any transaction submit. |
Industry Service Excellence (IndustriesServiceExcellencePsl)
| Permission Set Label | Permission Set Name | Description |
|---|---|---|
| Industry Service Excellence | IndustriesServiceExcellence | Gives the admin access to objects and features for Industry Service Excellence. |
Microsoft Word 365 (Microsoft365WordPsl)
| Permission Set Label | Permission Set Name | Description |
|---|---|---|
| Microsoft 365 Word Designer | Microsoft365WordDesigner | Allows admin users to configure and modify Microsoft 365 integration settings. |
| Microsoft 365 Word User | Microsoft365WordUser | Allows users to insert Salesforce data such as clauses into documents and templates. |
Obligation Management User (ObligationManagementUser)
| Permission Set Label | Permission Set Name | Description |
|---|---|---|
| Obligation Assignee | ObligationAssignee | Allows the obligation assignees to manage obligations within a parent object. For example, in the Contract object, monitor tasks and compliance status. |
| Obligation Manager | ObligationManager | Allows obligation managers to create and define obligations in a parent object. For example, in the Contract object, extract and define obligations,and assign obligations to an assignee. |
| Obligation User | ObligationUser | Allows users to only view obligations. |
Product Catalog Management Administrator
(ProductCatalogManagementAdministratorPsl)
| Permission Set Label | Permission Set Name | Description |
|---|---|---|
| Product Catalog Management Designer | ProductCatalogManagementAdministrator | Provides access to Product Catalog Management features and objects. |
Product Catalog Management Cache (ProductDetailsApiCachePsl)
| Permission Set Label | Permission Set Name | Description |
|---|---|---|
| Product Catalog Management Cache | ProductDetailsApiCache | Provides access to manage the Product Catalog Management cache, which the Product Details API uses to retrieve frequently accessed product details. |
Product Catalog Management Viewer (ProductCatalogManagementViewerPsl)
| Permission Set Label | Permission Set Name | Description |
|---|---|---|
| Product Catalog Management Viewer | ProductCatalogManagementViewer | Provides read access to Product Catalog Management features and objects. |
Product Configuration User (IndustriesConfiguratorPsl)
| Permission Set Label | Permission Set Name | Description |
|---|---|---|
| Product Configuration Constraints Designer | AdvancedConfiguratorDesigner | Create and manage constraint types and rules in Configurator with Constraint Rules Engine. |
| Product Configuration Rules Designer | ProductConfigurationRulesDesigner | Create and manage product configuration rules in Configurator with Business Rules Engine. |
| Product Configurator | IndustriesConfiguratorPlatformApi | Provides users read-write access to Product Configurator objects and APIs. |
Product Discovery User (ProductDiscoveryUserPsl)
| Permission Set Label | Permission Set Name | Description |
|---|---|---|
| Product Discovery Admin | ProductDiscoveryAdmin | Gives access to customize the product browsing experience. |
| Product Discovery User | ProductDiscoveryUser | Gives access to use the product browsing experience. |
Pulse Runtime User (PulseRuntimeUser)
| Permission Set Label | Permission Set Name | Description |
|---|---|---|
| Pulse Runtime User | PulseRuntimeUser | Allow users to manage and access the Einstein for Revenue features. |
Rate Management Design Time (RatingDesignTimePsl)
| Permission Set Label | Permission Set Name | Description |
|---|---|---|
| Rate Management: Admin | RatingAdmin | Allow org users to manage the setup pages. |
| Rate Management: Design Time User | RatingDesignTimeUser | Allow create, read, update, and delete access to all design time objects. |
Rate Management Run Time (RatingRunTimePsl)
| Permission Set Label | Permission Set Name | Description |
|---|---|---|
| Rate Management: Manager | RatingManager | Allow create, read, and edit access to all rating objects and features. |
| Rate Management: Run Time User | RatingRunTimeUser | Allow read access for all Rate Management objects. |
Revenue Cloud User (RevenueLifecycleManagementUserPsl)
| Permission Set Label | Permission Set Name | Description |
|---|---|---|
| Assetize Order | RevLifecycleManagementCoreCPQAssetization | Enable Order Assetization. |
| CalculatePrices API | RevLifecycleManagementCalculatePricesApi | Enable the CalculatePrices API. |
| CalculateTaxes API | RevLifecycleManagementCalculateTaxesApi | Enable the CalculateTaxes API. |
| Create Orders from Quotes | RevLifecycleManagementCreateOrderFromQuote | Create orders from quotes. |
| CreateContract API | RevLifecycleManagementCreateContractApi | Enable the CreateContract API. |
| InitiateAmendment API | RevLifecycleManagementInitiateAmendmentApi | Enable the InitiateAmendment API. |
| InitiateCancellation API | RevLifecycleManagementInitiateCancellationApi | Enable the InitiateCancellation API. |
| InitiateRenewal API | RevLifecycleManagementInitiateRenewalApi | Enable the InitiateRenewal API. |
| Place Supplemental Orders | PlaceSupplementalOrders | Create, negotiate, and activate supplemental orders. |
| PlaceOrder API | RevLifecycleManagementPlaceOrderApi | Enable the PlaceOrder API. |
| Price and Tax Calculation for Quoting | RevLifecycleManagementQuotePricesTaxes | Calculate prices and tax for quotes. |
| ProductAndPriceConfiguration API | RevLifecycleManagementProductAndPriceConfigurationApi | Enable the ProductAndPriceConfiguration API. |
| ProductImport API | RevLifecycleManagementProductImportApi | Enable the ProductImport API. |
| Tax Configuration | RevLifecycleManagementTaxConfiguration | Enable the Tax Configuration. |
| Usage: Design User | RevLifecycleManagementUsageDesignUser | Gives create, read, update and delete access to all usage design-time objects. |
Revenue Management Promotions Run Time (RevPromotionsManagementPsl)
Salesforce Pricing Design Time (CorePricingDesignTime)
| Permission Set Label | Permission Set Name | Description |
|---|---|---|
| Salesforce Pricing Admin | CorePricingAdmin | Allow org users to manage the setup pages. |
| Salesforce Pricing Design Time User | CorePricingDesignTimeUser | Allow create, read, update, and delete access to all design time objects. |
Salesforce Pricing Run Time (CorePricingRunTime)
| Permission Set Label | Permission Set Name | Description |
|---|---|---|
| Salesforce Pricing Manager | CorePricingManager | Allow create, read, and edit access to all pricing objects and features. |
| Salesforce Pricing Run Time User | CorePricingRunTimeUser | Allow read access for all Salesforce Pricing objects. |