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To Dos
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Assignee
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Status
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Review below design
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Waseem
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Create 2 new permission sets (please fill in detail object level permissions)
Sales & Marketing User
Sales & Marketing Manager
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Waseem
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Permission Sets created
Sales & Marketing User
Sales & Marketing Manager
In addition, following are created as per YAKTA’s requirements
Production Scheduler
Customer Feedback
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Create 3 profiles
Sales & Marketing
Operation
Finance
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Create 3 profiles (without any object access)
Sales & Marketing
Operation
Finance
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Test the new permission sets and profiles thoroughly
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Tested
Sales & Marketing Profile with following permission sets
Sales & Marketing User
Sales & Marketing Manager
Production Scheduler
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Rename old custom profile and permission sets with zzz as prefix
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Roll up with sample users in each group for a week.
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Roll up with all users
Permission Sets
Name | Details |
|---|---|
Sales & Marketing User | ??? |
Sales & Marketing Managers | ???? |
Design Architecture
Minimize Profiles because they will be retired soon. Only use Profile for features that are not available from Permission Sets, such as assigning default app.
All object permissions should be managed by Permission Sets.
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Profile Name | Yakta Role/Position | User Licenses | Users | Permission Set | Status |
Sales & Marketing | SALES REP/ASSISTANT/ MARKETING ASSOCIATE | Salesforce |
| Sales & Marketing User | |
Sales & Marketing | SALES MANAGER MARKETING MGMT | Salesforce |
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Operation | OPERATIONS MGMT | Salesforce Platform with GoldFinch License | Deayton, Jotham |
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Operation | Purchasing | Salesforce Platform with GoldFinch License | Elaine, Tracy |
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Operation | Warehouse / Logistics | Salesforce Platform with GoldFinch License | Tim, Randy, Bruce |
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Operation | ENGINEERING MGMT | Salesforce Platform with GoldFinch License |
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System Administrators | System Administrators | Salesforce with GoldFinch License | Jotham, Michaela, Luke, Evan, Andrew |
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Finance | Finance | Salesforce Platform with GoldFinch License | Luke |
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Permission Sets
Name | Details |
|---|---|
Sales & Marketing User | ??? |
Sales & Marketing Managers | ???? |