Inventory Allocation Permissions

Salesforce admins and inventory managers require specific permissions to configure, create, and manage inventory allocations.

Required Editions

Available in: Lightning Experience

Available in: Automotive Cloud, Communications Cloud, Energy and Utilities Cloud, Manufacturing Cloud, Service Cloud, and Media Cloud. View edition availability.

Here are the permission sets that each persona requires to set up and use Inventory Allocation.

Persona	What They Do	Permissions
Admin	Enable features, configure page layouts, and manage global settings.	Inventory Allocation User Inventory Search and Transfer Criteria-Based Search and Filter System Administrator profile
Order Manager	Create/edit allocations, manage fulfillment locations, and track stock.	Inventory Allocation User Inventory Search and Transfer Criteria-Based Search and Filter Inventory Replenishment
External User (Partner User at a Dealer, Distributor, or other partner organization)	Views or manages allocations using an Experience Cloud site.	Inventory Search for Experience Cloud Criteria-Based Search and Filter for Experience Cloud Inventory Allocation for Experience Cloud

Persona

What They Do

Permissions

Admin

Enable features, configure page layouts, and manage global settings.

Inventory Allocation User
Inventory Search and Transfer
Criteria-Based Search and Filter
System Administrator profile

Order Manager

Create/edit allocations, manage fulfillment locations, and track stock.

Inventory Allocation User
Inventory Search and Transfer
Criteria-Based Search and Filter
Inventory Replenishment

External User

(Partner User at a Dealer, Distributor, or other partner organization)

Views or manages allocations using an Experience Cloud site.

Inventory Search for Experience Cloud
Criteria-Based Search and Filter for Experience Cloud
Inventory Allocation for Experience Cloud

If necessary, create permission sets to assign the required system permissions to users. See Create Permission Sets.