What CPQ licence types and user permissions are required?
Suggested answer
CPQ access is controlled by licence assignments and permission sets:
1. Salesforce CPQ User Licence: Required for any user who creates or edits quotes, configures products, or manages the CPQ back-end. Assigned via the CPQ Permission Set Licence in Setup.
2. Salesforce CPQ Admin Licence: Required for users who configure CPQ objects (price rules, product rules, discount schedules, templates). Includes all User Licence permissions plus admin capabilities.
3. Permission Sets: CPQ installs several permission sets — SBQQ CPQ User grants access to CPQ quote objects; SBQQ Admin grants full access including setup objects. Users must be assigned the correct permission set in addition to the licence.
4. API-Only Users: Integration users making CPQ API calls require a CPQ licence.
5. Profile/FLS: Even with CPQ licences, FLS on CPQ fields must be open for the user's profile or permission set. A common issue is a user having the licence but missing FLS — resulting in blank or read-only CPQ fields.
Practice content for interview preparation; not an official vendor answer. Verify details against current product documentation.
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