Custom Permission Set and Product Publish Event
After completing the prerequisites mentioned in Before You Begin, the following components will be made available OOB in the CMT managed package for executing TMF 620 Outbound.
- Custom permission set
TMF 620 Outbound
- Custom object
Product Publish Event
- Quick action
Publish
Following section section assumes that there is an existing permission set or a new permission set is created to enable access of object/record access of Product Publish Event
custom object through Publish History
tab and Product Publish Events
list view.
- Click your name. Click Switch to Lightning Experience.
- From Setup, in the Quick Find box, enter Permission Sets, and then select Permission Sets.
- Select
TMF Catalog Manager
permission set. - Click Object Settings available under Apps section.
- Click
Product Publish Events
object, then click Edit. - In the Object Permissions section, enable Read, Create and Edit permissions for the object.
- In the Field Permissions section, select Read Access and Edit Access for all the fields.
- Click Save.
To publish a product offer to an external system, Publish
button needs to be enabled for the users. For this, users must have the custom permission set TMF 620 Outbound
to be added to their user records through permission set along with the org permission Industries CPQ
.
This section assumes that a new permission set is created or there is an existing permission set with the name TMF Catalog Manager
.
Perform the following steps to add the custom permission to it.
- Click your name. Click Switch to Lightning Experience.
- From Setup, in the Quick Find box, enter Permission Sets, and then select Permission Sets.
- Select
TMF Catalog Manager
permission set. - Click Custom Permissions available under Apps section.
- Select
TMF 620 Outbound
from the available custom Permissions. Click Add and click Save.