Enables the service agent user to perform job functions, such as identifying the caller, adding meter readings, and managing user complaints and requests.
Object Level Access
The table lists the recommended level of access for the objects that are part of the EnergyRuntimeService permission set.
|
Object |
Access |
|---|---|
|
Account |
Read, Create, Update |
|
Asset |
Read, Create, Update |
|
Case |
Read, Create, Update |
|
Contact |
Read, Create, Update |
|
Contract |
Read |
|
Opportunity |
Read, Create |
|
Order |
Read, Create |
|
Product2 |
Read |
|
Quote |
Read |
|
vlocity_cmt__AccountBalance__c |
Read |
|
vlocity_cmt__AttributeAssignment__c |
Read, Create, Update, Delete |
|
vlocity_cmt__AttributeCategory__c |
Read, Create, Update, Delete |
|
vlocity_cmt__Attribute__c |
Read, Create, Update, Delete |
|
vlocity_cmt__CustomerInteraction__c |
Read, Create, Update, Delete |
|
vlocity_cmt__VlocityAction__c |
Read, Create, Update, Delete |
|
vlocity_cmt__InventoryItem__c |
Read, Create, Update, Delete |
|
vlocity_cmt__PaymentMethod__c |
Read |
|
vlocity_cmt__PaymentPlan__c |
Read, Create, Update |
|
vlocity_cmt__Premises__c |
Read |
|
vlocity_cmt__RelationshipGraph__c |
Read |
|
vlocity_cmt__ServicePoint__c |
Read, Create, Update, Delete |
|
vlocity_cmt__StatementLineItem__c |
Read |
|
vlocity_cmt__Statement__c |
Read, Create, Update, Delete |
|
vlocity_cmt__ObjectClass__c |
Read |
|
vlocity_cmt__VlocitySearchWidgetActionsSetup__c (Vlocity Interaction Launcher Action) |
Read, Create, Update, Delete |
|
vlocity_cmt__VlocitySearchWidgetSetup__c (Vlocity Interaction Launcher) |
Read, Create, Update, Delete |
Other Access
In addition to object-level access, users require access to these components:
-
Apex Classes:
-
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
-
-
Apex Pages:
-
vlocity_cmt__CustomLabelTranslation
-
vlocity_cmt__SessionPage
-
vlocity_cmt__UserCustomLabels
-
vlocity_cmt__picklistTranslationPage
-
-
Custom Metadata Access: vlocity_cmt__VPLExpress__mdt
-
Record Type:
-
Account.vlocity_cmt__Billing
-
Account.vlocity_cmt__Business
-
Account.vlocity_cmt__Consumer
-
Account.vlocity_cmt__Service
-
vlocity_cmt__InventoryItem__c.vlocity_cmt__InventoryItem
-
-
System Permissions:
-
LightningConsoleAllowedForUser
-
LightningExperienceUser
-
EditEvent
-
EditTask
-
API Enabled
-