How to use the Permission Set Builder for Quoting
Last updated on NOVEMBER 07, 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.
The Permission Set Builder will make the initial setup and upgrade of Express CPQ Quoting simpler and faster for your administrators. The new Quoting Settings page allows an administrator to create or update permission sets by clicking a single button.
This button will perform different actions, depending on the status of your permission sets:
- Create Permission Sets: Creates both permission sets for admin and sales user.
- Create & Update Permission Sets: Creates one set and updates the other.
- Update Permission Sets: Updates both permission sets.
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