EnergyRuntimeB2BSalesAgent

Enables the sales agent user job functions for the Large Account Sales Management application.

Object Level Access

The table lists the recommended level of access for the objects that are part of the EnergyRuntimeB2BSalesAgent permission set.

Object	Access
Accounts	Read, Create, Update, Delete
Assets	Read, Create, Update, Delete
Authorization Form Consents	Read, Create, Update, Delete
Authorization Form Texts	Read, Create, Update, Delete
Authorization Form Data Uses	Read, Create, Update, Delete
Authorization Forms	Read, Create, Update, Delete
Business Brands	Read, Create, Update, Delete
Cases	Read, Create, Update, Delete
Contacts	Read, Create, Update
Contact Point Addresses	Read, Create, Update
Contact Point Consents	Read, Create, Update
Contact Point Emails	Read, Create, Update
Contact Point Phones	Read, Create, Update
Contact Point Type Consents	Read, Create, Update
Contact Requests	Read, Create, Update
Contract Line Items	Read
Contracts	Read, Create, Update
Customers	Read, Create, Update, Delete
DataRaptor Bulk Data	Read, Create, Update
Data Use Purposes	Read, Create, Update
Document	Read, Create, Update, Delete
Engagement Channel Types	Read, Create, Update
Entitlement Contacts	Read, Create, Update, Delete
Entitlements	Read, Create, Update, Delete
Individuals	Read
Leads	Read, Create, Update
Opportunities	Read, Create, Update, Delete
Orders	Read, Create, Update
Party Consents	Read, Create, Update
Payment Methods	Read
Payment Plan	Read, Create, Update
Price Books	Read
PriceList	Read, Create
Premises	Read, Create, Update
Statement Line Items	Read
Service Points	Read, Create, Delete
Products	Read
Relationship graph	Read
Quotes	Read, Create, Update
quote groups	Read, Create, Update
quote members	Read, Create, Update, Delete
Sellers	Read, Create, Update
Service Contracts	Read
Service Points	Read, Create, Update, Delete
Streaming Channels	Read, Create, Update, Delete
Statements	Read, Create, Update, Delete
Vlocity Actions	Read, Create, Update, Delete
Vlocity Cards	Read, Create, Update, Delete
Vlocity DataRaptor Map Items	Read, Create, Update, Delete
Vlocity Objects and Object Types	Read, Create, Update, Delete
Vlocity OmniScript Compiled Definitions	Read
Vlocity OmniScripts	Read, Create, Update, Delete
Vlocity UI Layouts	Read, Create, Update, Delete
Vlocity UI Templates	Read, Create, Update, Delete
Work Orders	Read, Create, Update, Delete

Other Access

In addition to object-level access, users require access to these components:

Apex Class Access:
- vlocity_cmt__APIGraphV1Controller
- vlocity_cmt__LookupRequestResultController
- vlocity_cmt__RelationshipGraphController
- vlocity_cmt__ActionDisplayController
- vlocity_cmt__BusinessProcessController
- vlocity_cmt__BusinessProcessDisplayController
- vlocity_cmt__ComponentController
- vlocity_cmt__DefaultDROmniScriptIntegration
- vlocity_cmt__DefaultFetchPicklistOptionsImpl
- vlocity_cmt__DefaultOmniScriptEditBlock
- vlocity_cmt__FlexCardController
- vlocity_cmt__FlexRuntime
- vlocity_cmt__ITrigger
- vlocity_cmt__IntegrationProcedureService
- vlocity_cmt__LWCCardController
- vlocity_cmt__LWCDatasource
- vlocity_cmt__LWCDesignerController
- vlocity_cmt__NewportUtilities
- vlocity_cmt__PlatformObjectMappings
- vlocity_cmt__CustomLabelTranslationController
- vlocity_cmt__SfiEnergyConsoleAppHandle
VF Page Access:
- vlocity_cmt__CustomLabelTranslation
- vlocity_cmt__SessionPage
- vlocity_cmt__UserCustomLabels
- vlocity_cmt__picklistTranslationPage
- vlocity_cmt__AccountBillingDashboard
- vlocity_cmt__AccountHierarchy
- vlocity_cmt__MSOpportunityGroupConfiguration
Application Access: Energy B2B Sales
System Permissions
- LightningExperienceUser
- EditEvent
- EditTask
- API Enabled
- View Roles and Role Hierarchy
- View Setup and Configuration
- Access Activities
- Access Libraries
- Add People to Direct Messages
- Allow Access to Customized Actions
- Allow sending of List Emails
- Apex REST Services
- Assign Topics
- Chatter Internal User
- Create and Customize List Views
- Create and Customize Reports
- Create and Own New Chatter Groups
- Create Content Deliveries
- Create Public Links
- Create Report Folders
- Create Topics
- Edit My Reports
- Edit Topics
- View Reports in Public Folders
- View Help Link
- View DeveloperName
- Subscribe to Reports
- Show Company Name as Site Role
- Show App Launcher in Experience Cloud Sites
- Send Outbound Messages
- Send Non-Commercial Email
- Send Email
- Select Files from Salesforce
- Run Reports
- Remove People from Direct Messages
- Mass Email
- Mass Edits from Lists
- Manage Reports in Public Folders
- Lightning Console User
- Invite Customers To Chatter
- Export Reports