Salesforce User Roles and Permission Sets

The Experlogix package installed in your Salesforce environment includes custom permissions and permission sets. These are used to specify CRUD permissions for various Experlogix-associated components of your Salesforce environment and the CPQ application itself.

Cloud Connect Salesforce User Roles

This table details the available Cloud Connect Salesforce permission sets, including the specific permissions granted to each role.

Role Name	Permissions	Description
Experlogix CPQ User	Access to required Apex controller classes Access to necessary Visualforce pages and components Contains custom permission Experlogix_CPQ_User	Users with this role can run CPQ and configure quotes, opportunities, sales orders, and invoices.
Experlogix Settings Admin	Access to the protected custom setting Settings__c Contains Experlogix_Modify_Settings custom permission Access to Experlogix_Settings (Connection Settings) Visualforce page and Apex classes	Users with this role have full access to CPQ settings, including modifications.
Experlogix Settings User	Read-only access to Settings__c Includes Experlogix_Modify_Settings custom permission View-only access to Experlogix_Settings (Connection Settings)	Users with this role can view settings but cannot modify them.
Experlogix Logger Admin	Access to Logging session tab Access to Logger object model, related classes, components, and actions	Users with this role can manage logging sessions and logs within the Experlogix application.

Cloud Connect Salesforce Custom Permissions

This table lists the custom permissions available in the Experlogix CPQ package and their functions.

Custom Permission	Description
Experlogix_CPQ_User	Used by buttons and the Embedded CPQ component to check access and control button visibility.
Experlogix_Modify_Settings	Used by the settings page to ensure only authorized users can modify settings.
Experlogix CPQ View User	Used to view the CPQ Configurator.

Profiles

There are no profiles in the Cloud Connect Salesforce Experlogix package.