This article describes how to set the permissions required to perform Zuora Quotes tasks, such as creating quotes, generating quote files, and editing discount charges.
The Zuora Quotes package provides a Salesforce permission set with the minimal set of permissions required for a user to run Zuora Quotes. Assign the Zuora Quotes End User permission set to users who will use Zuora Quotes to manage subscriptions.
To grant permissions to end users with the Zuora Quotes End User permission set:
The Zuora Quotes End User permission set includes the permissions to generate quote files and to edit discount charges. You do not need to follow the steps discussed in the remainder of this article if you assigned users to Zuora Quotes End User permission set.
To set permissions for custom objects:
Your Salesforce user profile must have the following permissions and accesses to be able to generate a Quote file:
If you customize your quote template and added more merge fields to the template, make sure your users have the Read access to those fields to be able to generate quote files.
As a Salesforce administrator, you can control users' access to the discount charge field using the field-level permission. If user does not have the Read access to the Discount field of the Quote Rate Plan Charge object, the Discount field does not show in the Choose Product and Charges page, and the user is not able to edit discount charge values.
The Discount field access also controls adding, updating, and removing custom tiers.
To restrict user's access to charge discounts, revoke the field-level access to the Discount (zqu__Discount__c) field of the Quote Rate Plan Charge (zqu__QuoteRatePlanCharge__c) object for the user. See the Salesforce documentation for the steps.
To restrict all users from accessing charge discounts, use the quote setting, Disable Discounting, in Zuora Config. See Enable Additional Price Discounts for detail information.