Assign CPQ Extension Permission Set

The HelloSign for salesforce CPQ extension package contains a permission set which grants access to several new fields needed to access the CPQ objects. Access must be granted to those HelloSign users who will be using it with salesforce CPQ.

Steps

  • Go to Setup | Users | Permission Sets
  • Select the HelloSign CPQ Access permission set
  • Select Manage Assignments
  • Select Add Assignments
  • Check the box next to the users you wish to assign to this permission set
  • Select Assign when ready
  • Select Done on the summary page