Salesforce admins, inventory managers, and inventory auditors require permissions to
set up, manage, and perform inventory counts.
Required Editions
| Available in: Lightning Experience |
| Available in: Automotive Cloud, Communications Cloud, Consumer Goods, Energy and
Utilities Cloud, Manufacturing Cloud, Service Cloud, and Media Cloud. View edition
availability. |
Review the permissions that each persona requires to set up and use Inventory Count.
| Persona |
What They Do |
Permissions |
| Salesforce Admin |
Salesforce admins enable Inventory Count and grant permissions to users. They set
up and configure the Salesforce Field Service mobile app. |
- Inventory Count Manager permission set
- Access drag-and-drop content builder system permission
- Custom applications for Field Service mobile system permission
- Customize Application system permission
|
| Inventory Manager |
Inventory managers create inventory count plans and add product items to the
plans. They also monitor inventory count results. |
Inventory Count Manager permission set |
| Inventory Auditor |
Inventory auditors capture inventory counts at designated locations and note
comments. |
- Inventory Count User permission set
- Field Service Mobile system permission
|
If necessary, create permission sets to assign the required system permissions to users. See
Create Permission Sets.
