Permissions for CPQ Omnistudio Security Enforcement

The Omni Security Enforcement introduces enhanced permission validation for CPQ feature flows for a more secure processing environment. This enforcement requires you to assign extra permissions for CPQ flows.

Required Editions

Available in: Classic and Lightning Experience
Available in: Enterprise, Unlimited, and Developer editions.

The requirement for these permissions varies based on how the CPQ flow triggers:

  • Administrators: Admin users have all required permissions. If a permission error occurs, assign the missing permissions specified in the error message. If an Admin performs CPQ runtime tasks, follow the standard user instructions to assign the necessary runtime permissions.
  • Automated Process User: CPQ typically uses the Automated Process user for asynchronous jobs. Other users can also be configured for this implementation, such as the Platform Integration user. Assign the new permission set CPQ Security Enforcement Async Jobs to any user who run the asynchronous job. Deploy the updated sample permission set
    Note
    Note If there are any scenarios where additional permission failures are reported even after adding these permission sets, you can add the respective permissions mentioned in the error message to unblock. Apply the same for FLS permission failures as well.