We have around 900 users in the system, and out of those, approximately 130
users have CPQ access and can view CPQ-related data.
However, many users who do not have CPQ access also require visibility to these reports. Could you please suggest how we can provide CPQ report record access to non-CPQ users without granting them full CPQ access?
Please advise on the best possible approach.
#Trailhead Challenges
Guide —
If we create a separate reporting layer, such as a custom reporting object or summary object, do we still need to provide the CPQ permission set/license to users in order for them to view the data? My understanding is that users would still require CPQ access if the report is directly dependent on CPQ objects. Please confirm.
Also, could you please explain what exactly is meant by a “reporting layer” and how it works in this scenario?
