Salesforce admins, inventory managers, partner users, and other users that manage
inventory require permissions to set up and use Inventory Search and Transfer.
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 permission sets that each persona needs to set up and use Inventory Search and
Transfer.
| Persona |
What They Do |
Permission Set |
| Salesforce Admin |
- Manage and extend the Product Inventory Searchable Field and other inventory objects as
necessary.
- Use and extend the Update Product Inventory Searchable Field Values Data Processing
Engine (DPE) definition as necessary.
- Run the DPE definition to update data in the searchable object, and monitor DPE
runs.
- Configure the searchable object for Inventory Search.
- Configure the Product Transfer action for Inventory Search.
- Configure the search criteria for Inventory Search.
|
- Inventory Search and Transfer
- Criteria-Based Search and Filter
- Data Pipelines Base User
|
| Inventory Manager |
- Create inventory records.
- Search for products across inventory locations.
- Transfer products across inventory locations.
- Track product transfers.
- Receive product transfers.
|
- Inventory Search and Transfer
- Criteria-Based Search and Filter
|
| Partner User at a Dealer, Distributor, or other partner organization |
- Search for products across inventory locations.
- Track product transfers.
- Receive product transfers.
|
- Inventory Search for Experience Cloud
- Criteria-Based Search and Filter for Experience Cloud
|
