05 Jun Revenue Cloud – Permissions Required for Product Visibility
To enable product visibility and access to the Browse Catalog functionality in Salesforce Revenue Cloud, users must be assigned three key standard permission sets:
ProductImportApi
Product Catalog Management Viewer
Submit Transactions and Fulfilment User
What Each Permission Set Does?
ProductImportApi
- Enables product import functionality.
- Required to make the Browse Catalog button visible.
Product Catalog Management Viewer
- Grants view access to the product catalog.
- Also required to display the Browse Catalog button.
Submit Transactions and Fulfilment User
- Part of Summer’ 25 release.
- Provides critical user-level permissions, including read access to Product Catalog Management objects via both UI and API.
- Without this permission set, users may experience errors when interacting with QLE or trying to use the Browse Catalog.
Common Errors When Permissions Are Missing
If the Submit Transactions and Fulfilment User permission set is not assigned, users may encounter the following issues:
In Quote Line Editor (QLE):
Error:
[“locations”:[],”message”:”Validation error of type FieldUndefined: Field ‘SourceAssetId’ in type ‘QuoteAction’ is undefined @ ‘uiapi/query/QuoteLineItem/edges/node/QuoteAction/SourceAssetId'”,”paths”:[]]
When Clicking Browse Catalog:
Error:
You do not have the level of access necessary to perform the operation you requested.
Please contact the owner of the record or your administrator if access is necessary.
Assigning these permission sets correctly is crucial for a seamless experience when using product catalogs and configuration tools within Revenue Cloud. Be sure to review user profiles and ensure all three are in place for relevant users.
Author
Sudhanshu Kaushik