How to Create Custom Permission Sets

(Doc ID 1997933.1)

Last updated on SEPTEMBER 09, 2017

Applies to:

Oracle BigMachines Express CPQ Cloud Service for Salesforce.com - Version Spring 16 and later
Information in this document applies to any platform.

Goal

The Express CPQ Quoting module does not include a packaged permission set. As a result, Quoting customers will typically need to create a custom permission set for admin and sales users either manually (as described below) or by using the Permission Set Builder as described in How to use the Permission Set Builder for Quoting.

Solution

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