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    User access for authenticating CPQ Objects
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    Contents

    User access for authenticating CPQ Objects

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    Article Summary

    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.

    Good to Know
    Review here all the privileges required for extraction of both CPQ and non-CPQ metadata.

    1. Login to salesforce org (prod/sandbox) with the same user authenticated with Panaya

    2. Open the Workbench site, and select Production or Sandbox from the Environment list.

    3. Click Query

    4. 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').

    5. "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')

    6. In Salesforce, go to Setup > Bulk Data Load Jobs and press the Job ID of the submitted job.

    7. Under the Batches section, select View Result
      See a sample of partial output

      FieldSobjectTypePermissionsReadPermissionsEdit
      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')

    What's Next