Enables the sales agent user job functions for the Customer Acquisition Management application.
Object Level Access
The table lists the recommended level of access for the objects that are part of the EnergyRuntimeB2CSalesAgent permission set.
|
Object |
Access |
|---|---|
|
Account |
Read, Create, Update |
|
Contact |
Read, Create, Update |
|
Document |
Read, Create |
|
vlocity_cmt__Catalog__c |
Read |
|
vlocity_cmt__PicklistValue__c |
Read |
|
vlocity_cmt__Picklist__c |
Read |
|
vlocity_cmt__Premises__c |
Read, Create, Update |
|
vlocity_cmt__ServicePoint__c |
Read, Create, Update |
|
vlocity_cmt__VlocityAttachment__c |
Read |
|
Order |
Read, Create, Update |
Other Access
In addition to object-level access, the following component access is required:
-
Apex Pages:
-
vlocity_cmt__CustomLabelTranslation
-
vlocity_cmt__SessionPage
-
vlocity_cmt__UserCustomLabels
-
vlocity_cmt__picklistTranslationPage
-
-
Record Type:
-
Account.vlocity_cmt__Consumer
-
Account.vlocity_cmt__Service
-
-
System Permissions: Lightning Experience User
-
Apex Class Permissions Required at the Profile level:
-
vlocity_cmt__ActionDisplayController
-
vlocity_cmt__BusinessProcessController
-
vlocity_cmt__BusinessProcessDisplayController
-
vlocity_cmt__ComponentController
-
vlocity_cmt__DefaultDROmniScriptIntegration
-
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
-