In Salesforce Revenue Cloud, the ability to manage product records within the product catalog is governed by specific permission sets and licenses. If a user can view but not edit product records, they likely lack the proper Permission Set License (PSL) required to perform product catalog modifications.
The correct solution is to assign the Product Catalog Management Designer permission set license, which enables users to:
Create and update product records
Manage attributes, configurations, and pricing
Work with product relationships and dependencies
According to the Salesforce CPQ Implementation Guide, this permission set is essential for users responsible for catalog operations.
Option A (Product Management Queue) is unrelated to user permissions.
Option B (Modify All Data) is overly permissive and not best practice for security and data integrity; it grants unrestricted access to all objects, which is not necessary.
Exact Extracts from Salesforce Revenue Cloud Documents:
CPQ Implementation Guide – “User Permissions for Product Management”:“Assign the Product Catalog Management Designer permission set license to users responsible for managing product and pricing records. This license includes edit access for key product catalog components.”
Revenue Cloud Admin Guide – “Setting Up Product Catalog Roles”:“Use the appropriate PSL to ensure least privilege while granting catalog modification capabilities.”
[References:, Salesforce CPQ Implementation Guide, Salesforce Revenue Cloud Admin Guide, Salesforce Permission Set License Reference Documentation, ===========]
