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User access for authenticating CPQ Objects
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This article describes how to verify the access of the Salesforce user used to authenticate with Panaya to Salesforce CPQ objects. The user should have the Read data permission to CPOQ entities.
Login to salesforce org (prod/sandbox) with the same user authenticated with Panaya
Open the Workbench site, and select Production or Sandbox from the Environment list.
Click Query
Paste SOQL Query below to query all CPQ fields (CPQ objects are listed below) and paste the logged user Salesforce Profile instead of "System Administrator" at the last line of the sample below "WHERE PermissionSet.Profile.Name = 'System Administrator').
"Run Query, then Select View as:
Bulk CSV checkbox to run the Salesforce job to generate a spreadsheet with all FLS data - see a sample of SOQL Output for CPQ object
SELECT Id, Field, SObjectType, PermissionsRead, PermissionsEdit
FROM fieldPermissions
WHERE SObjectType IN
('Pricebook2',
'PricebookEntry',
'Product2',
'SBQQ__AttributeSet__c',
'SBQQ__AttributeValue__c',
'SBQQ__BlockPrice__c',
'SBQQ__ColumnMetadata__c',
'SBQQ__ConfigurationAttribute__c',
'SBQQ__ConfigurationRule__c',
'SBQQ__ContractedPrice__c',
'SBQQ__Cost__c',
'SBQQ__CustomAction__c',
'SBQQ__CustomActionCondition__c',
'SBQQ__CustomScript__c',
'SBQQ__Dimension__c',
'SBQQ__DiscountCategory__c',
'SBQQ__DiscountSchedule__c',
'SBQQ__DiscountTier__c',
'SBQQ__ErrorCondition__c',
'SBQQ__FavoriteShare__c',
'SBQQ__FieldMetadata__c',
'SBQQ__FieldSetMetadata__c',
'SBQQ__ImportColumn__c',
'SBQQ__ImportFormat__c',
'SBQQ__InstallProcessorLog__c',
'SBQQ__LineColumn__c',
'SBQQ__Localization__c',
'SBQQ__LookupData__c',
'SBQQ__LookupQuery__c',
'SBQQ__OptionConstraint__c',
'SBQQ__OrderItemConsumptionRate__c',
'SBQQ__OrderItemConsumptionSchedule__c',
'SBQQ__PriceAction__c',
'SBQQ__PriceCondition__c',
'SBQQ__PriceRule__c',
'SBQQ__PriceSchedule__c',
'SBQQ__PriceTier__c',
'SBQQ__PricingGuidance__c',
'SBQQ__PricingGuidanceTier__c',
'SBQQ__ProcessInput__c',
'SBQQ__ProcessInputCondition__c',
'SBQQ__ProcessInputValue__c',
'SBQQ__ProductAction__c',
'SBQQ__ProductAttribute__c',
'SBQQ__ProductAttributeSet__c',
'SBQQ__ProductFeature__c',
'SBQQ__ProductOption__c',
'SBQQ__ProductRule__c',
'SBQQ__QuoteDocument__c',
'SBQQ__QuoteLineConsumptionRate__c',
'SBQQ__QuoteLineConsumptionSchedule__c',
'SBQQ__QuoteLinePricingGuidance__c',
'SBQQ__QuoteProcess__c',
'SBQQ__QuoteTemplate__c',
'SBQQ__QuoteTerm__c',
'SBQQ__RecordJob__c',
'SBQQ__RelatedContent__c',
'SBQQ__SearchFilter__c',
'SBQQ__SearchIndex__c',
'SBQQ__SubscriptionConsumptionRate__c',
'SBQQ__SubscriptionConsumptionSchedule__c',
'SBQQ__SummaryVariable__c',
'SBQQ__TaxExemptionCertificate__c',
'SBQQ__TemplateContent__c',
'SBQQ__TemplateSection__c',
'SBQQ__TermCondition__c',
'SBQQ__Theme__c',
'SBQQ__TimingLog__c',
'SBQQ__UpgradeSource__c',
'SBQQ__UsageRate__c',
'SBQQ__UsageRateCard__c',
'SBQQ__UsageRateCardAssignment__c')
AND parentId in ( SELECT id
FROM permissionSet
WHERE PermissionSet.Profile.Name = 'System Administrator')In Salesforce, go to Setup > Bulk Data Load Jobs and press the Job ID of the submitted job.
Under the Batches section, select View Result
FieldSobjectTypePermissionsReadPermissionsEdit
See a sample of partial output
Product2.StockKeepingUnitProduct2TRUETRUE
Product2.QuantityUnitOfMeasureProduct2TRUETRUE
Product2.ProductCodeProduct2TRUETRUE
Product2.FamilyProduct2TRUETRUE
Product2.ExternalIdProduct2TRUETRUE
Product2.ExternalDataSourceIdProduct2TRUETRUE
Product2.DisplayUrlProduct2TRUETRUE
Product2.DescriptionProduct2TRUETRUE
Appendix
Please see below the query for SBQQ and SBAA objects - CPQ fields with Advanced Approval Package.
SELECT Id, Field, SObjectType, PermissionsRead, PermissionsEdit
FROM fieldPermissions
WHERE SObjectType IN
('Pricebook2',
'PricebookEntry',
'Product2',
'SBQQ__AttributeSet__c',
'SBQQ__AttributeValue__c',
'SBQQ__BlockPrice__c',
'SBQQ__ColumnMetadata__c',
'SBQQ__ConfigurationAttribute__c',
'SBQQ__ConfigurationRule__c',
'SBQQ__ContractedPrice__c',
'SBQQ__Cost__c',
'SBQQ__CustomAction__c',
'SBQQ__CustomActionCondition__c',
'SBQQ__CustomScript__c',
'SBQQ__Dimension__c',
'SBQQ__DiscountCategory__c',
'SBQQ__DiscountSchedule__c',
'SBQQ__DiscountTier__c',
'SBQQ__ErrorCondition__c',
'SBQQ__FavoriteShare__c',
'SBQQ__FieldMetadata__c',
'SBQQ__FieldSetMetadata__c',
'SBQQ__ImportColumn__c',
'SBQQ__ImportFormat__c',
'SBQQ__InstallProcessorLog__c',
'SBQQ__LineColumn__c',
'SBQQ__Localization__c',
'SBQQ__LookupData__c',
'SBQQ__LookupQuery__c',
'SBQQ__OptionConstraint__c',
'SBQQ__OrderItemConsumptionRate__c',
'SBQQ__OrderItemConsumptionSchedule__c',
'SBQQ__PriceAction__c',
'SBQQ__PriceCondition__c',
'SBQQ__PriceRule__c',
'SBQQ__PriceSchedule__c',
'SBQQ__PriceTier__c',
'SBQQ__PricingGuidance__c',
'SBQQ__PricingGuidanceTier__c',
'SBQQ__ProcessInput__c',
'SBQQ__ProcessInputCondition__c',
'SBQQ__ProcessInputValue__c',
'SBQQ__ProductAction__c',
'SBQQ__ProductAttribute__c',
'SBQQ__ProductAttributeSet__c',
'SBQQ__ProductFeature__c',
'SBQQ__ProductOption__c',
'SBQQ__ProductRule__c',
'SBQQ__QuoteDocument__c',
'SBQQ__QuoteLineConsumptionRate__c',
'SBQQ__QuoteLineConsumptionSchedule__c',
'SBQQ__QuoteLinePricingGuidance__c',
'SBQQ__QuoteProcess__c',
'SBQQ__QuoteTemplate__c',
'SBQQ__QuoteTerm__c',
'SBQQ__RecordJob__c',
'SBQQ__RelatedContent__c',
'SBQQ__SearchFilter__c',
'SBQQ__SearchIndex__c',
'SBQQ__SubscriptionConsumptionRate__c',
'SBQQ__SubscriptionConsumptionSchedule__c',
'SBQQ__SummaryVariable__c',
'SBQQ__TaxExemptionCertificate__c',
'SBQQ__TemplateContent__c',
'SBQQ__TemplateSection__c',
'SBQQ__TermCondition__c',
'SBQQ__Theme__c',
'SBQQ__TimingLog__c',
'SBQQ__UpgradeSource__c',
'SBQQ__UsageRate__c',
'SBQQ__UsageRateCard__c',
'SBQQ__UsageRateCardAssignment__c',
'sbaa__Approval__c',
'sbaa__ApprovalChain__c',
'sbaa__ApprovalCondition__c',
'sbaa__ApprovalRule__c',
'sbaa__ApprovalSettings__c',
'sbaa__ApprovalSnapshot__c',
'sbaa__ApprovalVariable__c',
'sbaa__Approver__c',
'sbaa__EmailTemplate__c',
'sbaa__TrackedField__c',
'sbaa__TrackedValue__c')
AND parentId in ( SELECT id
FROM permissionSet
WHERE PermissionSet.Profile.Name = 'System Administrator')