Components installed with Sales Common

Several types of components are installed with activation of the Sales Common (sn_sales_common) plugin, including user roles and tables.

Roles installed

Role title [name]	Description	Contains roles
Sales manager [sn_sales_common.sales_manager]	Assigns opportunities to sales agents based on the team's expertise and creates, reads, and updates opportunities.	sn_sales_common.sales_agent
Sales agent [sn_sales_common.sales_agent]	Creates, reads, and updates opportunities assigned by a sales manager to identify, nurture, and convert opportunities into successful sales.	sn_quote_mgmt_core.quote_writer sn_som_gen_ai.sales_ai_user sn_meeting_mgmt.meeting_creator sn_mcp_server.viewer sn_crm_touchpoint.touchpoint_writer sn_sales_forecast.forecast_viewer sn_doc.reader sn_customerservice.csm_workspace_user sn_opty_mgmt_core.opportunity_setup_viewer sn_opty_mgmt_core.opportunity_writer sn_opty_mgmt_core.opportunity_allocation_writer
Sales order specialist [sn_sales_common.sales_order_specialist]	Includes both the sales agent role and the order agent role access, so sales order specialists can work on both middle-office and front-office activities for creating quotes and orders within a company.	sn_sales_common.sales_agent
Sales restricted agent [sn_sales_common.sales_restricted_agent]	Provides access to leads, opportunities, quotes, sales territories, and other resources, enabling the user to manage the sales life cycle effectively through the responsibility framework.	sn_customerservice.cust_data_resp_granular sn_opty_mgmt_core.opportunity_setup_viewer sn_customerservice.csm_workspace_user sn_crm_touchpoint.touchpoint_writer sn_mcp_server.viewer sn_opty_mgmt_core.opportunity_allocation_responsibility_write_granular sn_meeting_mgmt.meeting_creator sn_crm_customer_access_management_user sn_quote_mgmt_core.quote_responsibility_write_granular sn_prd_pm.product_catalog_viewer sn_csm_ctxrul_mgt.context_variable_viewer sn_tmt_core.inbound_queue_read sn_opty_mgmt_core.opportunity_responsibility_write_granular sn_csm_ctxrul_mgt.rule_matrix_viewer
Sales operations specialist [sn_sales_common.sales_ops_specialist]	Configures and optimizes the sales process within an organization by handling administrative and setup tasks, ensuring that the sales team operates within a well-structured framework for tracking and managing sales transactions from initiation to closure.	sn_som_gen_ai.sales_ai_admin sn_opty_mgmt_core.opportunity_setup_writer canvas_user sn_opty_mgmt_core.opportunity_allocation_viewer sn_doc.writer sn_crm_touchpoint.touchpoint_reader sn_quote_mgmt_core.quote_viewer sn_opty_mgmt_core.opportunity_viewer sn_sales_forecast.forecast_admin sn_meeting_mgmt.meeting_viewer

Tables installed

Table	Description
Sales CRM Progression Checkpoint [sn_sales_common_sales_crm_progression_checkpoint]	Records that track progression checkpoint events for an object as it moves through the sales life cycle.