How do Permission Sets work in industries CPQ?

How do Permission Sets work in industries CPQ?

The context

End of the year all energy contracts have to be renewed, the energy suppliers are busy. Our Salesforce Industries licenses had just been renewed. And we had just upgraded to the latest version, the winter '22 release, when I got a call that CPQ was no longer working.

Panic!

Recently, Salesforce Industries Permission Set Licenses were introduced in the Spring '22 release. Existing customers can continue to use Managed Package Licenses, they can also choose to switch to Permission Set Licenses. But how do Permission Sets work in industries CPQ?

The problem

• When you get a new Salesforce Industries CME license or do a renewal, the new Permission set license is activated. This is optional, but I was not informed as a developer.
• This will convert your old Salesforce Industries CME Managed Package License into a Permission Set License.
• As a result, users (without actions) can no longer use CME.

What is a Permission Set License? What is its benefit?

Permission set licenses allow you to have a more granular licensing policy . There are several options for Energy & Utilities cloud Permission Set Licenses.

On the left you first see the license and on the right you see the available Permission Set for that license:

Permission sets per license.

Permission Set Groups are also available that you can use to get started quickly. We will use these in the examples later in this blog.

Sources: salesforce.com I and salesforce.com II

The solution: a migration plan

• Users must be assigned Permission Set Licenses.
• Users must be assigned Permission Sets (groups).
• The best way to automate this is to use an Apex script. Especially if you have many users, this is easier.

How can you assign permission set licenses quickly?

The easiest way is to group the users into a public group. Keep in mind that this assigns all vlocity_cmt licenses to the users in the public group.

Note! first read the scripts and adapt them to your needs before performing this operation.

You are responsible for your own actions : )

Pro tip: make your first version in a scratch org or sandbox, then you can try out all sorts of things with confidence.

Then you can assign the permission set groups to the users using this script:

Sandboxes and Scratch orgs:

How can you test with the new license structure? This can be done incredibly well in sandboxes and scratch orgs. How do you turn it on? You need to turn on the check for managed package licenses. You do it like this:

The documentation can be found here

You can incorporate these scripts into your CI/CD process so that all orgs look the same. That way you can detect and fix potential problems early on.

Want to learn more about Permission Set Licenses, Permission Sets or Permission Set Group? Read all about it in this article from Salesforce. Curious to learn more? Subscribe to the Technical Deep Dive series today.

Theodore van Donge

Tech Lead

Theodoor van Donge works at CaseNine as a Tech lead. In this capacity he is responsible for several projects at customers. Theodoor not only deals with the actual development and implementation, but also advises customers in the areas of process and strategy.