Introducing CPQ quotes
In this section, we will discuss the one-time prerequisite to enable permissions that CPQ admins perform after the package installation. When your customer asks for a quote, they are looking for details about the products and services that they are planning to buy. Sales reps can create and modify quotes as per the customer's requirements.
Enabling CPQ permission set licenses
After installing the CPQ package, the Salesforce administrator needs to enable the Permission Set Licenses (PSLs) for configuring and customizing CPQ:
- Users are required to have the PSLs assigned for interacting with Salesforce CPQ or Advanced Approvals (AA) related objects. To enable the CPQ PSL for a user, navigate to Setup Users, click on the username for who you want to enable the CPQ permissions for, click Permission Set License Assignments Edit Assignments, and select the Salesforce CPQ AA License and Salesforce CPQ License options.
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