Advanced Pricing Module (APM) Permissions
The minimum permissions for the FieldFX Advanced Pricing Module (APM) follow the same pattern as other FieldFX feature modules, but with additional access for pricing logic and Mobile enforcement.
APM, formerly called FX CPQ, require these minimum permissions required to use the APM module.
Core Requirements |
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System Permissions |
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Apex Class Access |
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Visualforce Page Access |
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Object Permissions |
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Mobile Enforcement |
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Recommended Permission Set Components |
These enable configuration of advanced pricing rules and Mobile sync profiles:
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FieldFX Back Office
Grant the following permissions to office-based users:
Object Settings
| Object | Default Off/ Available | Default On/ Visible |
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Audit Log |
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Attachment Ext |
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Catalog Item |
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Checklist |
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Classification |
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eForm Config |
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Equipment |
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FX Form |
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Job |
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Price Book |
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Price Book Item |
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Qualification |
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Quote |
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Report Template |
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Rule |
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Rule Action |
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Status |
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Status Workflow |
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Sync Configuration |
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Ticket |
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Well |
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| Object | Assigned Record Types |
|---|---|
Account |
Assigned Record Types |
Catalog Item |
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Checklist |
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Contact |
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Equipment |
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FX Form |
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Job |
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Price Book |
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Price Book Item |
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Quote |
Quote |
Quote Item |
Applicable record types |
Status |
Job & Ticket |
Ticket |
Applicable record types |
Ticket Item |
| Object | Read | Create | Edit | Delete | View All | Modify All |
|---|---|---|---|---|---|---|
Account |
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Attachment Ext |
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Audit Log |
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CatalogItemPriceBooks |
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Catalog Item |
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Checklist |
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Checklist Step |
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Classification |
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Contact |
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eForm Config |
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Equipment |
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FX Form |
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Job |
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Job Contact |
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Price Book |
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Price Book Assignment |
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Price Book Item |
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Quote |
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Quote Item |
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Report Template |
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Rule |
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Rule Action |
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Status |
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Status History |
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Status Workflow |
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Sync Assignment |
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Sync Configuration |
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Ticket |
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Ticket Checklist Step |
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Ticket Item |
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Ticket Log |
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Well |
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Grant permissions for the FX5__Quote2__c field but don’t grant permissions for the FX5__Quote__c field.
| Object | Read | Edit |
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Account |
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Attachment Ext |
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Audit Log |
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CatalogItemPriceBooks |
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Catalog Item |
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Checklist |
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Checklist Step |
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Classification |
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Contact |
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Contact Qualification |
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eForm Config |
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Equipment |
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FX Form |
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Job |
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Job Contact |
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Price Book |
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Price Book Assignment |
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Price Book Item |
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Quote |
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Quote Item |
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Report Template |
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Rule |
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Rule Action |
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Status |
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Status History |
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Status Workflow |
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Sync Assignment |
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Sync Configuration |
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Ticket |
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Ticket Checklist Step |
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Ticket Item |
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Ticket Log |
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Well |
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FieldFX Mobile
Grant the following permissions to field-based users:
Object Settings
| Object | Assigned Record Types | - | Object | Assigned Record Types |
|---|---|---|---|---|
Account |
Applicable record types |
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Catalog Item |
Applicable record types |
Checklist |
Applicable record types |
- |
Contact |
Applicable record types |
Equipment |
Applicable record types |
- |
FX Form |
Applicable record types |
Job |
Applicable record types |
- |
Price Book |
Applicable record types |
Price Book Item |
Applicable record types |
- |
Quote |
Quote |
Quote Item |
Applicable record types |
- |
Status |
Job & Ticket |
Ticket |
Applicable record types |
- |
Ticket Item |
Applicable record types |
| Object | Read | Create | Edit | Delete | View All | Modify All |
|---|---|---|---|---|---|---|
Account |
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Attachment Ext |
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Audit Log |
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CatalogItemPriceBooks |
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Catalog Item |
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Checklist |
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Checklist Step |
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Classification |
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Contact |
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eForm Config |
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Equipment |
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Job |
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Job Contact |
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Price Book |
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Price Book Assignment |
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Price Book Item |
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Quote |
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Quote Item |
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Report Template |
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Rule |
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Rule Action |
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Status |
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Status History |
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Status Workflow |
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Sync Assignment |
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Sync Configuration |
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Ticket |
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Ticket Checklist Step |
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Ticket Item |
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Ticket Log |
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Well |
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Grant View All permission if the SyncId field on the FX Form doesn’t have Unique selected. |
| Object | Read | Edit |
|---|---|---|
Account |
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Attachment Ext |
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Audit Log |
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CatalogItemPriceBooks |
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Catalog Item |
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Checklist |
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Checklist Step |
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Classification |
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Contact |
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eForm Config |
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Equipment |
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FX Form |
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Job |
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Job Contact |
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Price Book |
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Price Book Assignment |
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Price Book Item |
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Qualification |
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Quote |
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Quote Item |
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Report Template |
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Rule |
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Status |
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Status History |
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Status Workflow |
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Sync Assignment |
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Sync Configuration |
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Ticket |
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Ticket Checklist Step |
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Ticket Item |
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Ticket Log |
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User |
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Well |
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Grant permissions for the |
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Users must have Read and Edit permission to the EULA Version and Mobile Version fields. |