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  • ClosePlan: Sales Cloud Aux

  • ClosePlan: Sales Cloud User

Both Permission Sets are managed and shipped with the app (ie: SalesCouldUser. permission set)

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ClosePlan Permission Sets

  1. Provide Field Level Permissions (FLS) for ClosePlan Objects

  2. Provides

    Provide CRUD (Create, Read, Update, Delete) permissions for most ClosePlan Objects

    1. Permission for objects with Master-Detail connection to standard SFDC objects like Opportunity, cannot be packaged (SFDC policy)

  3. Auxiliary, created in Subscriber orgs by CP  (ie: SalesCouldAux)

    1. Provides CRUD permission for excluded objects in managed Permission Sets.

    2. Provides FLS for fields created in the Subscriber Org (e.g.: Whitespace Custom Attributes)

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