How to use the Permission Set Builder for Quoting

Last updated on NOVEMBER 07, 2017

Applies to:

Goal

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.

Solution