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  • ClosePlan: Sales Cloud User

  • ClosePlan: Sales Cloud Aux

  • ClosePlan: Service Cloud User

  • ClosePlan: Service Cloud Aux

  • ClosePlan: Platform User

  • ClosePlan: Platform Aux

  • ClosePlan: Admin User

  • NOTE: Available permission sets may differ based on Salesforce Licenses and ClosePlan configuration.

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

  2. 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) (See Auxiliary Permission Sets)

Auxiliary Permission Sets:

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  1. Provide CRUD permissions for excluded objects in managed ClosePlan Objects which cannot be packaged in the Managed Permission Sets.

  2. Provide FLS Can also provide some additional field level permissions for fields created in the Subscriber Org (e.g.ad-hoc in your Organization.

    1. Example: Whitespace Custom Attributes

    )
    1. .

Permissions are also divided per SFDC License:

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