Assigning non-Admin user permissions for ServiceNow CPQ in Salesforce

  • Release version: Australia
  • Updated March 12, 2026
  • 2 minutes to read
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    Summary of Assigning non-Admin user permissions for ServiceNow CPQ in Salesforce

    To effectively use ServiceNow CPQ within Salesforce, non-Admin users must have specific permissions granted to access and modify certain Salesforce objects and fields. Proper assignment of these permissions ensures users can configure and reconfigure CPQ-enabled products without issues.

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    Key Permissions Required

    Users need read and edit access at both the object and field levels for the following Salesforce objects and their key fields:

    • Configuration Attribute: Id, Name, Target Field, Product Row, Order, Column Order, Position
    • Product Feature: Id, Name, Option Selection Method, Configured SKU Number, Min Option Count, Position
    • Product2: Configuration Type, Has Configuration Attribute, Externally Configurable
    • QuoteLine: Configuration Id, Committed Configuration Id, BomData, Product, Incomplete, DynamicOptionId, Quantity, ListPrice, OptionLevel
    • Product Option: Configuration Id, Committed Configuration Id, Bom Data

    Additionally, users must have object-level read/edit permissions for the Product Option object itself.

    Special Considerations for Reconfiguration

    To prevent issues during product reconfiguration, ensure users have proper field-level security for both the Configuration Id (CI) and Committed Configuration Id (CCI) fields. These fields exist on the following objects:

    • Configuration Line Item
    • Quote Line
    • Product Option

    The Committed Configuration Id stores the previous configuration to allow reverting changes if a user cancels their configuration.

    How to Verify and Assign Permissions

    Permissions can be assigned through Salesforce permission sets or by editing the user’s profile:

    • Navigate to Profiles > Select Desired Profile > Object Settings for object permissions.
    • For field-level permissions, go to Settings > Object Manager > [Object] > Fields & Relationships > [Configuration ID/Committed Configuration ID] > Set Field-Level Security and ensure the “Visible” checkbox is selected for the user’s profile.

    Additional Resources

    All ServiceNow CPQ related Salesforce objects and fields are part of two managed packages:

    • ServiceNow CPQ Managed Package: Contains SFDC integration components and custom objects.
    • ServiceNow CPQ Extension for Salesforce CPQ: Contains fields essential for standard CPQ user flows.

    Access these packages via Salesforce Setup by searching for “Installed Packages” to view all related components, helping administrators identify necessary permissions for users.

    You need to apply certain user permissions in Salesforce in order to use ServiceNow CPQ properly.

    To use ServiceNow CPQ, users need access to certain objects and fields in Salesforce. These can be assigned using permission sets or by going to Profiles > Select Desired Profile > Object Settings. Users need read/edit access in the Field Permissions section to the following objects:

    For Configuration Attribute:

    • Id
    • Name
    • Target Field Product
    • Row Order
    • Column Order
    • Position (edited)

    For Product Feature:

    • Id
    • Name
    • Option Selection Method Configured SKU
    • Number
    • Min Option Count
    • Position (edited)

    For Product2:

    • Configuration Type
    • Has Configuration Attribute Externally Configurable

    For QuoteLine:

    • Configuration Id
    • Committed Configuration Id BomData
    • Product
    • Incomplete
    • DynamicOptionId Quantity
    • ListPrice
    • OptionLevel

    For Product Option:

    • Configuration Id
    • Committed Configuration Id Bom Data
    Note:
    Users will also need read/edit access in Object Permissions for the Product Option itself.
    For issues specifically with reconfiguration, make sure that the user has the correct field level security for both the “Configuration Id” (CI) AND the “Committed Configuration Id” (CCI) fields from the object from which they are entering the configuration. We store the previous CI in the CCI in case the user cancels from their configuration and needs to revert their changes. These fields are part of the following objects:
    • Configuration Line Item Quote Line
    • Product Option

    To check whether the user has the necessary permissions for these fields, go to Settings > Object Manager > [Object] > Fields & Relationships > [Committed Configuration ID/Configuration ID] > Set Field-Level Security and check whether the "Visible" checkbox is checked for Field-Level Security for Profile of the user.

    Product Options

    The full list of objects and fields contained in the ServiceNow CPQ packages can be found by navigating to SFDC Setup and searching for "Installed Packages". "ServiceNow CPQ Managed Package" is used for parts of our SFDC Integration and custom objects, while ServiceNow CPQ Extension for Salesforce CPQ" contains the fields used in the standard user flow.

    Selecting one of these packages and clicking "View Components" will show a list of SFDC objects and fields created by that package along with their name, type, and parent object (if any). Specifically, the fields in ServiceNow CPQ Extension for Salesforce CPQ are the fields a user will need to have access to in order to properly configure and reconfigure ServiceNow CPQ - enabled products in Salesforce CPQ.