Components installed with Sales Common

reference brazil Updated Sep 10, 2026 1 min read components-installed-sales-common.md
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Several types of components are installed with activation of the Sales Common (sn_sales_common) plugin, including user roles and tables.

Roles installed

Role title [name]

Description

Contains roles

Sales manager

[sn_sales_common.sales_manager]

Assigns opportunities to sales agents based on the team's expertise and creates, reads, and updates opportunities.

sn_sales_common.sales_agent

Sales agent

[sn_sales_common.sales_agent]

Creates, reads, and updates opportunities assigned by a sales manager to identify, nurture, and convert opportunities into successful sales.

  • sn_quote_mgmt_core.quote_writer
  • sn_som_gen_ai.sales_ai_user
  • sn_meeting_mgmt.meeting_creator
  • sn_mcp_server.viewer
  • sn_crm_touchpoint.touchpoint_writer
  • sn_sales_forecast.forecast_viewer
  • sn_doc.reader
  • sn_customerservice.csm_workspace_user
  • sn_opty_mgmt_core.opportunity_setup_viewer
  • sn_opty_mgmt_core.opportunity_writer
  • sn_opty_mgmt_core.opportunity_allocation_writer

Sales order specialist

[sn_sales_common.sales_order_specialist]

Includes both the sales agent role and the order agent role access, so sales order specialists can work on both middle-office and front-office activities for creating quotes and orders within a company.

sn_sales_common.sales_agent

Sales restricted agent

[sn_sales_common.sales_restricted_agent]

Provides access to leads, opportunities, quotes, sales territories, and other resources, enabling the user to manage the sales life cycle effectively through the responsibility framework.

  • sn_customerservice.cust_data_resp_granular
  • sn_opty_mgmt_core.opportunity_setup_viewer
  • sn_customerservice.csm_workspace_user
  • sn_crm_touchpoint.touchpoint_writer
  • sn_mcp_server.viewer
  • sn_opty_mgmt_core.opportunity_allocation_responsibility_write_granular
  • sn_meeting_mgmt.meeting_creator
  • sn_crm_customer_access_management_user
  • sn_quote_mgmt_core.quote_responsibility_write_granular
  • sn_prd_pm.product_catalog_viewer
  • sn_csm_ctxrul_mgt.context_variable_viewer
  • sn_tmt_core.inbound_queue_read
  • sn_opty_mgmt_core.opportunity_responsibility_write_granular
  • sn_csm_ctxrul_mgt.rule_matrix_viewer

Sales operations specialist

[sn_sales_common.sales_ops_specialist]

Configures and optimizes the sales process within an organization by handling administrative and setup tasks, ensuring that the sales team operates within a well-structured framework for tracking and managing sales transactions from initiation to closure.

  • sn_som_gen_ai.sales_ai_admin
  • sn_opty_mgmt_core.opportunity_setup_writer
  • canvas_user
  • sn_opty_mgmt_core.opportunity_allocation_viewer
  • sn_doc.writer
  • sn_crm_touchpoint.touchpoint_reader
  • sn_quote_mgmt_core.quote_viewer
  • sn_opty_mgmt_core.opportunity_viewer
  • sn_sales_forecast.forecast_admin
  • sn_meeting_mgmt.meeting_viewer
## Tables installed

Table

Description

Sales CRM Progression Checkpoint

[sn_sales_common_sales_crm_progression_checkpoint]

Records that track progression checkpoint events for an object as it moves through the sales life cycle.

**Parent Topic:**[Sales automation reference](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/order-management/reference-lead-opportunity-mgt.md)
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