These docs are for v4.6. Click to read the latest docs for v4.29.

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.

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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

Updated almost 5 years ago