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Preconfigured Permission Sets for Salesforce Order Management

Users assigned to a preconfigured permission set receive permissions according to their persona’s required functionality. You can customize a permission set by cloning it and modifying the individual permissions.

Required Editions

View supported editions.

Not all permissions in a preconfigured permission set are required to complete the tasks for the related persona. If you create a custom permission set, use the permission descriptions to match users with the permissions that meet their required capabilities.

This table shows the permissions defined by each preconfigured permission set for Salesforce Order Management.

System Permission Description Shopper Agent Operations Manager Store Associate Unmanaged Order Summary User Omnichannel Inventory Manager
Activate Order Change order status to Activated. — Checkmark Checkmark Checkmark — —
Chatter Enabled For User User has access to Chatter. Checkmark Checkmark Checkmark Checkmark — Checkmark
Create & Customize Reports Create, edit, and delete reports in personal folders. — Checkmark Checkmark Checkmark — —
Create Report Folders Create report folders and manage these folders if sharing rights allow. — Checkmark Checkmark Checkmark — —
Create Reports In Lightning Create reports in Lightning Experience, not Salesforce Classic. — Checkmark Checkmark Checkmark — —
Edit Activated Orders Edit an order record after it’s activated. — — Checkmark — Checkmark —
Edit Delivery Information Edit Delivery information on the Order Delivery Group Summary record. — Checkmark Checkmark Checkmark Checkmark —
Edit My Reports Edit personal reports. — Checkmark Checkmark Checkmark — —
Edit Unmanaged Order Summaries Edit Unmanaged Order Summary records. — — — — Checkmark —
Lightning Console User Access Lightning console apps. Checkmark Checkmark Checkmark Checkmark Checkmark Checkmark
Lightning Experience User Access Lightning Experience and switch between Lightning Experience and Salesforce Classic. Checkmark Checkmark Checkmark Checkmark Checkmark Checkmark
Payment API User Access CCS Payment APIs. Checkmark Checkmark Checkmark Checkmark — —
Run Flow Run an active flow. In Experience Builder sites, run an active flow that’s distributed with the Flow Lightning component. Checkmark Checkmark Checkmark Checkmark Checkmark Checkmark
Run Reports Run reports and dashboards. — Checkmark Checkmark Checkmark — —
Omnichannel Inventory Sync Access Omnichannel Inventory Sync. — — — — — Checkmark
Submit Macros Allowed Permission to submit macros. Checkmark Checkmark Checkmark Checkmark Checkmark —
Use Add Order Item Summary API Permission to use Add Order Item Summary API. — Checkmark Checkmark Checkmark — —
Use Fulfillment API Permission to use Fulfillment Order API. Checkmark Checkmark Checkmark Checkmark — —
Use Order Management API Permission to use Order Management API. Checkmark Checkmark Checkmark Checkmark — —
Use Order Summary Create API Permission to use Order Summary Create API. — — — — Checkmark —
Use Repricing Allow the user to use the repricing feature in Order Management. Checkmark Checkmark Checkmark Checkmark — —
Edit Repricing Allow the user to edit repricing information, such as web store, integration, and other repricing setup. — — Checkmark — — —
Use Return Order Permission to use Return Order feature in Order Management. Checkmark Checkmark Checkmark Checkmark — —
Use Return Order API Permission to use Return Order API. Checkmark Checkmark Checkmark Checkmark — —
Use Shipment Permission to use Shipment in Order Management. Checkmark Checkmark Checkmark Checkmark — —
Use Omnichannel Inventory API Permission to use Omnichannel Inventory API. Checkmark Checkmark Checkmark Checkmark — Checkmark

Key

Checkmark Enabled by the preconfigured permission set.
Crossmark Disabled by the preconfigured permission set.
— Not included in the permission set and can’t be added to a cloned permission set.