Permission Sets

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The table below summarizes the additional permissions added in version 10.46 and above.

Ensure the permission sets are updated to include changes from the Quotes version 10.46 onwards.
You can compare the Zuora managed package permission sets with your custom permission sets. For more information, see Compare Zuora managed package permission sets with custom permission sets.

Zuora Quotes End User

Zuora recommends you use a combination of managed package permission sets and permission set groups (PSG). See Create permission set group and muting permission set.

Apex Class Access

Artifact	Enabled	Changed in Version
ParentQuoteDetailController		10.46
MappedValueProvider		10.47
MSQOrderRequest		10.46
MultiOrgSelectionPlugin		10.47
OAuthToken		10.47
PricingController		10.47
PricingService		10.47
QChargeAttribute		10.47
RulesManagerService		10.46
SelectMultiOrgListController		10.47
ZCache		10.46

App Permissions

Artifact	Visbile	Changed in Version
Z_Quote		10.47
Z_Quote_Lightning		10.47

Field Permissions

Object	Artifact	Changed in Version
Async_Operation_Result__c	OrderRequestJSONBody__c	10.46
	Request_Process_Start_Time__c	10.46
	Salesforce_Job_Id__c	10.46
	Salesforce_Job_Start_Time__c	10.46
Add_on_component_registration__c	isHeadLess__c	10.46
CalculatedValue__c	Json__c	10.46
CalculatedValue__c	ObjectType__c	10.46
ChargeSegment__c	ActionType__c	10.46
ComponentStateItem__c	Is_New_Quote__c	10.46
Contact	County__c	10.46
Feature_Access_Rule__c	Is_Apply_To_MSQ__c	10.46
FilterCondition__c	Json__c	10.46
FilterCondition__c	ObjectType__c	10.46
Hosted_Page_Setting__c	Height__c	10.46
Hosted_Page_Setting__c	Width__c	10.46
List_Filter_Item__c	LeftFieldLabel__c	10.46
	RightFieldLabel__c	10.46
	SortOrder__c	10.46
List_Filter__c	Profile_Visibility_List__c	10.46
Lookup_Filter__c	Field_Name__c	10,46
Lookup_Filter__c	JSON__c	10.46
Opportunity	ZuoraConfig__c	10.46
Org_Access_Mapping__c	AllOrganizations__c	10.47
	All_Profiles__c	10.47
	Organization__c	10.47
	Profile_Name__c	10.47
	User__c	10.47
ProductFilterSetting__c	SelectedProductFilters__c	10.46
ProductFilterSetting__c	Is_For_MSQ__c	10.46
ProductRatePlanChargeOrg__c	OrgId__c	10.46
	ProductRatePlanChargeId__c	10.46
	ProductRatePlanId__c	10.46
	productID__c	10.46
	ZuoraId__c	10.47
ProductRatePlanCharge__c	IsStacked__c	10.46
	Prepaid_Total_Quantity__c	10.46
	DrawdownRate__c	10.46
Quote__c	zqu__EstimatedEvergreenEndDate__c	10.49
	InvoiceOwnerName__c	10.49
	InvoiceOwnerId__c	10.49
	ForceStoreExistingProducts__c	10.47
	ZuoraOrganizationID__c	10.47
	Organization_Name__c	10.47
	QuoteIdentifier__c permission	10.48
QuoteAmendment__c	InvoiceSeparately__c	10.46
	Quote_Type__c	10.46
	Subscription_Bill_To_Contact_ZuoraId__c	10.46
	Subscription_Payment_Term__c	10.46
	Subscription_Sold_To_Contact_ZuoraId__c	10.46
QuoteCharge__c	isMigrated__c	10.46
QuoteFieldRuleItem__c	SortOrder__c	10.46
QuoteFieldRule__c	Apply_To__c	10.46
QuoteFieldRule__c	Is_Apply_To_MSQ__c	10.46
QuoteOrderLineItem__c	DeferredRevenueAccountingCode__c	10.46
	RecognizedRevenueAccountingCode__c	10.46
	RevenueRecognitionRule__c	10.46
	Description__c	10.46
	ItemState__c	10.46
	ProductCode__c	10.46
	PurchaseOrderNumber__c	10.46
	Quote__c	10.46
	SoldToContactZuoraId__c	10.46
	SoldToContact__c	10.46
	TaxCode__c	10.46
	Taxable__c	10.46
	ZUnitOfMeasure__c	10.46
QuoteRatePlanChargeAttribute__c	Attribute_Mapping__c	10.47
	Attributes__c	10.47
	Price_Zuora_Id__c	10.47
	ProductRatePlanChargeZuoraId__c	10.47
	QuoteRatePlanCharge__c	10.47
	RateCard__c	10.47
	isNegotiatedPrice__c	10.48
QuoteRatePlanCharge__c	IsDimensionalPrice__c	10.47
	Random_Id__c	10.47
	Preview_Delta__c	10.46
	TCB__c	10.46
	OriginalChargeZuoraId__c	10.48
QuoteRatePlanOption__c	ProductRatePlan__c	10.46
QuoteRatePlan__c	OriginalRatePlanZuoraId__c	10.46
QuoteRatePlan__c	Quote_Amendment_Type__c	10.46
Quote__c	AsyncDraftOrderId__c	10.46
	AsyncDraftSubscriptionId__c	10.46
	AsyncJobId__c	10.46
	BillingCycleDay__c	10.46
	CreditMemoTemplateID__c	10.46
	SequenceSetId__c	10.46
	TCBTax__c	10.46
	Qli_Total__c	10.46
	Qli_Subtotal__c	10.46
	Qli_Tax__c	10.46
	Subscription_Total__c	10.46
	Subscription_Subtotal__c	10.46
	Subscription_Tax__c	10.46
	QuoteOrderDate__c	10.46
	Subscription_Bill_To_Contact_Name__c	10.46
	Subscription_Bill_To_Contact_ZuoraId__c	10.46
	Subscription_Sold_To_Contact_Name__c	10.46
	Subscription_Sold_To_Contact_ZuoraId__c	10.46
	Subscription_Payment_Term__c	10.46
	Subscription_Invoice_Template_ZuoraId__c	10.46
	Subscription_Sequence_Set_ZuoraId__c	10.46
	InvoiceGroupNumber__c	10.46
	Subscription_Owner_ZuoraId__c	10.46
	Subscription_Owner_Name__c	10.46
	UnroundedMRR__c	10.46
	UnroundedDeltaMRR__c	10.46
	UnroundedDiscountMRR__c	10.46
	UnroundedDeltaDiscountMRR__c	10.46
	UnroundedTCB__c	10.46
	UnroundedDeltaTCB__c	10.46
	UnroundedDiscountTCB__c	10.46
	UnroundedDeltaDiscountTCB__c	10.46
	UnroundedTCV__c	10.46
	UnroundedDeltaTCV__c	10.46
	UnroundedDiscountTCV__c	10.46
	UnroundedDeltaDiscountTCV__c	10.46
	Quote_Line_Item_Inline_Discount__c	10.46
	Billing_Account_Name__c	10.46
	Subscription_Owner_Type__c	10.46
	IsMSQ__c	10.46
	MSQ_AsyncRequestAmendmentId__c	10.46
	MSQ_AsyncRequestError__c	10.46
	MSQ_AsyncRequestJobId__c	10.46
	MSQ_AsyncRequestStatus__c	10.46
	MSQ_AsyncRequestType__c	10.46
	MSQ_ChildSequenceNumber__c	10.46
	MSQ_PreviewOnSubmit__c	10.46
User_Notification_Config__c	Field_Name__c	10.46
	Field_Value__c	10.46
	Is_Field_Specific__c	10.46
	Object_Name__c	10.46
	User_Emails__c	10.46
UserProductFilter__c	ObjectName__c	10.46
ZFeatureFieldSet__c	FeatureZuoraId__c	10.46
ZFilter__c	FieldSetName__c	10.46
	IsSingleColumn__c	10.46
	IsSystemGenerated__c	10.46
	ObjectName__c	10.46
	ZList__c	10.46
ZList__c	Description__c	10.46
ZOrganization__c	Description__c	10.46
	Functional_Currency__c	10.46
	Parent_Organization__c	10.46
	Reporting_Currency__c	10.46
ZRule__c	ActionJson__c	10.46
	Active__c	10.46
	Description__c	10.46
	Json__c	10.46
	ObjectType__c	10.46
	Priority__c	10.46
	TriggerEvent__c	10.46
ZSyncSchema__c	SyncObjectType__c	10.46
	ZFieldType__c	10.47
	ZRequired__c	10.47
ZuoraConfig__c	APIPassword__c	10.46
	APIURL__c	10.46
	APIUsername__c	10.46
	Active__c	10.46
	AllowUpdateBillCycleDay__c	10.46
	AllowUpdatingZuora__c	10.46
	BaseURL__c	10.46
	BillingAccount_AllowInvoiceEdit__c	10.46
	BillingAccount_Batch__c	10.46
	BillingAccount_BillCycleDay__c	10.46
	Currency__c	10.46
	DateFormatInput__c	10.46
	Debug__c	10.46
	EnableAmendmentsDEV__c	10.46
	InvoiceDeliveryPreferences__c	10.46
	MatchContractEffectiveDate__c	10.46
	MaxAPIQueryFilter__c	10.46
	PaymentTerm__c	10.46
	ProductSelectorVersion__c	10.46
	QuoteReadOnly__c	10.46
	QuoteURL__c	10.46
	SubscriptionAutorenewDefault__c	10.46
	Template_Id__c	10.46

Object Permissions

Artifact	Read	Create	Edit	Delete	View All Records	Modify All Records	View All Fields	Changed in Version
CalculatedValue__c								10.46
Catalog_Sync_History__c								10.46
ComponentStateItem__c								10.46
FilterCondition__c								10.46
Lookup_Filter__c								10.46
MSQ_Preview_Notification__e								10.47
Org_Access_Mapping__c								10.47
ProductFilterSetting__c								10.46
ProductOption__c								10.47
ProductOptionGroup__c								10.47
ProductRatePlanChargeOrg__c								10.46
QuoteChargeDetail__c								10.46
QuoteChargeIntervalDetail__c								10.46
QuoteFieldRuleItem__c								10.46
ZFilter__c								10.46
ZSyncSchema__c								10.47
ZSyncSchemaValue__c								10.47
ZOrganization__c								10.46
ZuoraConfig__c								10.46
MSQ_Preview_Event__e								10.46

Record Type Visibility

Artifact	Visible	Changed in Version
ProductRatePlanChargeTierOption__c.Default		10.46
ProductRatePlanChargeTierOption__c.Snapshot		10.46
Quote__c.Parent		10.46
Quote__c.Parent_ReadOnly		10.46

Zuora Quotes Product Admin

Field Permissions

Object	Artifact	Changed in Version
ProductFilterSetting__c	SelectedProductFilters__c	10.46
QuoteFieldRule__c	Is_Apply_To_MSQ__c	10.46
QuoteRatePlanCharge__c	TCB__c	10.46
QuoteRatePlan__c	OriginalRatePlanZuoraId__c	10.46
Quote__c	InvoiceOwnerName__c	10.49
	InvoiceOwnerId__c	10.49
	InvoiceOwner__c	10.46
	ForceStoreExistingProducts__c	10.46

Object Permissions

Artifact	Read	Create	Edit	Delete	View All Records	Modify All Records	View All Fields	Changed in Version
BillingEntity__c								10.47
QuoteRatePlanChargeAttribute__c								10.47

Zuora Rules End User

Field Permissions

Object	Artifact	Changed in Version
Quote__c	InvoiceOwnerName__c	10.49
Quote__c	InvoiceOwnerId__c	10.49
QuoteFieldRule__c	Is_Apply_To_MSQ__c	10.46
QuoteRatePlanCharge__c	TCB__c	10.46
QuoteRatePlan__c	OriginalRatePlanZuoraId__c	10.46
ProductFilterSetting__c	SelectedProductFilters__c	10.46

Salesforce Standard Field Permissions

Salesforce managed package permission sets do not support adding permissions to standard object fields. After upgrading to Quote 10.46 or later, users must manually assign access to standard CPQ quote fields.
While most Salesforce standard fields are accessible through standard Salesforce profiles, verify the field-level access. If permissions are missing, add them to existing user profiles or through custom permission sets.

The table below lists the fieldsets requiring manual access from version 10.46 and above.

Type	Artifact
Account	Name
	IsPersonAccount
	AccountNumber
	ParentId
Contact	AccountId
	Name
	FirstName
	LastName
	Email
	Phone
	MailingCity
	MailingCountry
	MailingState
	MailingStreet
	MailingPostalCode
	County
	Fax
	MobilePhone
	OtherPhone
	HomePhone
	AssistantName
	AssistantPhone
	Birthdate
	Department
	Description
	DoNotCall
	HasOptedOutOfEmail
	HasOptedOutOfFax
	LeadSource
	OtherAddress
	ReportsToId
	Title
Opportunity	Name
	AccountId
	CurrencyISOCode
	Amount
	CampaignId
	ContractId
	Description
	ExpectedRevenue
	IsPrivate
	LeadSource
	NextStep
	Probability
	TotalOpportunityQuantity
	Type
Product2	Name
	ProductCode
	IsActive
	Family
	Description