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Design Architecture

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https://yakta.lightning.force.com/lightning/r/Report/00OON000000TwgX2AS/view?queryScope=userFolders

Profile: Name 

License: Name 

Username

Full Name 

Permission Set Name

 

 

 

 

Engineering

Salesforce Platform

denley.symington@yakta.com

Denley Symington

PDF_Butler_User

 

 

 

CLM_Administrator

 

 

 

CLM_Community_User

 

 

 

CLM_User

 

 

 

Customer_Feedback_Permission_Set

 

 

 

Production_Scheduler_Permission_Set

 

 

derek.ross@yakta.com

Derek Ross

All_Tasks

 

 

 

R_D_Components

 

 

 

Custom_YAKTA_PermissionSet

 

 

 

CLM_Administrator

 

 

 

CLM_Community_User

 

 

 

CLM_User

 

 

 

CLM_Viewer

 

 

 

DocuSign_Administrator

 

 

 

DocuSign_Generator

 

 

 

DocuSign_Login

 

 

 

DocuSign_Negotiator

 

 

 

DocuSign_Sender

 

 

 

DocuSign_User

 

 

 

Community_Regular_Permissions

 

 

 

Community_Services

 

 

 

Fast_Forms_Permissions

 

 

 

Formstack_App_Launcher

 

 

 

NativeCloud_Permissions

 

 

 

Utility_Permissions

 

 

douglas.mcmillan@yakta.com

Douglas McMillan

All_Tasks

 

 

 

Custom_YAKTA_PermissionSet

 

 

 

CLM_Administrator

 

 

 

CLM_Community_User

 

 

 

CLM_User

 

 

 

Customer_Feedback_Permission_Set

 

 

 

Production_Scheduler_Permission_Set

 

 

 

PDF_Butler_User

 

 

eric.crooks@yakta.com

Eric Crooks

All_Tasks

 

 

 

R_D_Components

 

 

 

Customer_Feedback_Permission_Set

 

 

 

Production_Scheduler_Permission_Set

 

 

 

PDF_Butler_User

 

 

 

CLM_Administrator

 

 

 

CLM_Community_User

 

 

 

CLM_User

 

 

joel.young@yakta.com

Joel Young

PDF_Butler_User

 

 

 

CLM_Administrator

 

 

 

CLM_Community_User

 

 

 

CLM_User

 

 

 

Customer_Feedback_Permission_Set

 

 

 

Production_Scheduler_Permission_Set

 

 

joshua.peters@yakta.com

Joshua Peters

PDF_Butler_User

 

 

 

CLM_Administrator

 

 

 

CLM_Community_User

 

 

 

CLM_User

 

 

 

Customer_Feedback_Permission_Set

 

 

 

Production_Scheduler_Permission_Set

 

 

justyn.brar@yakta.com

Justyn Brar

CLM_Administrator

 

 

 

CLM_Community_User

 

 

 

CLM_User

 

 

 

PDF_Butler_User

 

 

 

Customer_Feedback_Permission_Set

 

 

 

Production_Scheduler_Permission_Set

 

 

lane.peters@yakta.com

Lane Peters

PDF_Butler_User

 

 

 

CLM_Administrator

 

 

 

CLM_Community_User

 

 

 

CLM_User

 

 

 

DocuSign_Administrator

 

 

 

Customer_Feedback_Permission_Set

 

 

 

Production_Scheduler_Permission_Set

 

 

mustafa.mubarak@yakta.com

Mustafa Mubarak

All_Tasks

 

 

 

R_D_Components

 

 

 

PDF_Butler_User

 

 

 

CLM_Administrator

 

 

 

CLM_Community_User

 

 

 

CLM_User

 

 

 

Customer_Feedback_Permission_Set

 

 

 

Production_Scheduler_Permission_Set

 

 

rhett.hall@yakta.com

Rhett Hall

All_Tasks

 

 

 

Sales_Edge

 

 

 

R_D_Components

 

 

 

CLM_Administrator

 

 

 

CLM_Community_User

 

 

 

CLM_User

 

 

 

Customer_Feedback_Permission_Set

 

 

 

Production_Scheduler_Permission_Set

 

 

 

PDF_Butler_User

Operations Platform

Salesforce Platform

bruce.pride@yakta.com

Bruce Pride

GFERP_Accounting

 

 

 

GFERP_Full_Access_to_Setup_Tables

 

 

 

GFERP_Standard_User_Permission_Set

 

 

 

GFERP_Import_Permission_Set

 

 

 

Payment_Console

 

 

 

Custom_YAKTA_PermissionSet

 

 

indiana.firth@arrowquip.com

Indiana Firth

Flair_Absence_Manager

 

 

 

Flair_Attendance_Manager

 

 

 

Flair_Beta

 

 

 

Flair_Career_Portal_Integration

 

 

 

Flair_Documents_Manager

 

 

 

Flair_Employee_Management

 

 

 

Flair_Employee_Self_Service

 

 

 

Flair_Engagement_Manager

 

 

 

Flair_Expenses

 

 

 

Flair_Hiring_Manager

 

 

 

Flair_Hub

 

 

 

Flair_Job_Advertising

 

 

 

Flair_Manager

 

 

 

Flair_Payroll_Management

 

 

 

Flair_Payroll_Manager

 

 

 

Flair_Recruiter

 

 

 

Flair_Recruitment_Management

 

 

 

Flair_Salary_Manager

 

 

 

Flair_Shift_Planner_Manager

 

 

 

Flair_Ticketing_Manager

 

 

 

Flair_Visibility_Scope_Management

 

 

 

Flair_Workflows

 

 

randy.smith@yakta.com

Randy Smith

GFERP_Accounting

 

 

 

GFERP_Full_Access_to_Setup_Tables

 

 

 

GFERP_Standard_User_Permission_Set

 

 

 

GFERP_Import_Permission_Set

 

 

 

Custom_YAKTA_PermissionSet

Operations Salesforce

Salesforce

elaine.hughes@yakta.com

Elaine Hughes

Custom_YAKTA_PermissionSet

 

 

 

GFERP_Full_Access_to_Setup_Tables

 

 

 

GFERP_Standard_User_Permission_Set

 

 

 

GFERP_Import_Permission_Set

 

 

 

Sales_Marketing_User

 

 

 

Customer_Feedback_Permission_Set

 

 

 

Production_Scheduler_Permission_Set

 

 

natalia.pedersen@yakta.com

Natalia Pedersen

Custom_YAKTA_PermissionSet

 

 

 

GFACCT_Accounting_User_Permission_Set

 

 

 

GFERP_Accounting

 

 

 

GFERP_Full_Access_to_Setup_Tables

 

 

 

GFERP_Standard_User_Permission_Set

 

 

 

GFERP_Import_Permission_Set

 

 

 

All_Tasks

 

 

 

R_D_Components

 

 

 

Sales_Marketing_User

 

 

 

Customer_Feedback_Permission_Set

 

 

 

Production_Scheduler_Permission_Set

 

 

ron.ferris@yakta.com

Ron Ferris

Custom_YAKTA_PermissionSet

 

 

 

GFACCT_Accounting_User_Permission_Set

 

 

 

GFERP_Accounting

 

 

 

GFERP_Full_Access_to_Setup_Tables

 

 

 

GFERP_Standard_User_Permission_Set

 

 

 

GFERP_Import_Permission_Set

 

 

 

Customer_Feedback_Permission_Set

 

 

 

Production_Scheduler_Permission_Set

 

 

tim.brewer@yakta.com

Tim Brewer

GFERP_Full_Access_to_Setup_Tables

 

 

 

GFERP_Standard_User_Permission_Set

 

 

 

GFERP_Import_Permission_Set

 

 

 

Custom_YAKTA_PermissionSet

 

 

 

Sales_Marketing_User

 

 

 

Customer_Feedback_Permission_Set

 

 

 

Production_Scheduler_Permission_Set

Sales & Marketing

Salesforce

brodie.milne@yakta.com

Brodie Milne

Pardot

 

 

 

Pardot_Connector_User

 

 

 

Pardot_Integration_User

 

 

 

Pardot_Connector_Object_Settings

 

 

 

Flair_Employee_Management

 

 

 

Customer_Feedback_Permission_Set

 

 

 

Production_Scheduler_Permission_Set

 

 

 

SalesMarketingManager

 

 

dale.cornell@yakta.com

Dale Cornell

Flair_Employee_Management

 

 

 

SalesMarketingManager

 

 

 

Customer_Feedback_Permission_Set

 

 

 

Production_Scheduler_Permission_Set

 

 

liane.carter@yakta.com

Liane Carter

SalesMarketingManager

 

 

 

Customer_Feedback_Permission_Set

 

 

 

Production_Scheduler_Permission_Set

 

 

mark.feuerbacher@arrowquip.com

Marketing NA

Sales_Marketing_User

 

 

 

Customer_Feedback_Permission_Set

 

 

 

Production_Scheduler_Permission_Set

 

 

marketing@yakta.com

Mark Feuerbacher

Sales_Marketing_User

 

 

 

Customer_Feedback_Permission_Set

 

 

 

Production_Scheduler_Permission_Set

 

 

mike.mitchell@arrowquip.com

Mike Mitchell

Sales_Marketing_User

 

 

 

Customer_Feedback_Permission_Set

 

 

 

Production_Scheduler_Permission_Set

 

 

morgyn.isaac@yakta.com

Morgyn Isaac

Sales_Marketing_User

 

 

 

Customer_Feedback_Permission_Set

 

 

 

Production_Scheduler_Permission_Set

 

 

rick.buie@yakta.com

Rick Buie

SalesMarketingManager

 

 

 

Customer_Feedback_Permission_Set

 

 

 

Production_Scheduler_Permission_Set

 

 

steve.sutterlin@arrowquip.com

Steve Sutterlin

SalesMarketingManager

 

 

 

Customer_Feedback_Permission_Set

 

 

 

Production_Scheduler_Permission_Set

 

 

tim.angel@arrowquip.com

Tim Angel

Sales_Marketing_User

 

 

 

Customer_Feedback_Permission_Set

 

 

 

Production_Scheduler_Permission_Set

Sales Insights Integration User

Sales Insights Integration User

Insights Integration

 

System Administrator

Salesforce

admin@cloudroi.com2

Admin Cloud ROI

Fast_Forms_Permissions

 

 

admin@yakta.com

GFACCT_Accounting_User_Permission_SetPardot

Andrew Firth

Pardot

 

 

 

Pardot_Connector_User

 

 

 

Pardot_Connector_Object_Settings

 

 

 

GFERP_Accounting

 

 

 

GFERP_Full_Access_to_Setup_Tables

 

 

 

GFERP_Standard_User_Permission_Set

 

 

 

GFERP_Import_Permission_Set

 

 

 

DocuSign_Administrator

 

 

 

Fast_Forms_Permissions

 

 

 

Custom_YAKTA_PermissionSet

 

 

andrew.firth@yakta.com

 

R_D_Components

 

 

 

Curtis Unrau

Pardot

Fast_

Connector

Forms_

User

Permissions

 

 

 

Pardot

Formstack_

Connector

Admin_

Object_

Settings

 

 

 

GFERP_Accounting

 

 

 

GFERP_Full_Access_to_Setup_Tables

Formstack_App_Launcher

 

 

 

GFERP

Custom_

Standard_User_Permission_Set

YAKTA_PermissionSet

 

 

 

GFERP

ExactTarget_

Import

Integration_

Permission_Set

Admin

 

 

 

DocuSign

ExactTarget_

Administrator

Integration

 

 

 

Evan Woynorowski

Fast_Forms_Permissions

 

 

 

Custom

Flair_

YAKTA

Employee_

PermissionSet

Management

 

 

 

R

Sales_

D

Marketing_

ComponentsFast_Forms_Permissions

User

 

 

 

curtis.unrau@yakta.com

Customer_Feedback_Permission_Set

 

 

 

Formstack

Production_Scheduler_

Admin

Permission_

Settings

Set

 

 

 

GoldFinch Admin

Formstack

GFACCT_

App_Launcher

 

 

 

Custom_YAKTA_PermissionSet

Accounting_User_Permission_Set

 

 

 

ExactTarget

GFERP_

Integration_Admin

Accounting

 

 

 

ExactTarget_Integration

 

 

evan.woynorowski@yakta.com

Fast_Forms_Permissions

 

 

 

Flair_Employee_Management

GFERP_Full_Access_to_Setup_Tables

 

 

 

Sales

GFERP_

Marketing

Standard_User_Permission_Set

 

 

 

Customer

GFERP_

Feedback

Import_Permission_Set

 

 

 

Production_Scheduler_Permission_Set

Fast_Forms_Permissions

 

 

 

Custom_YAKTA_PermissionSet

 

 

jotham.deayton@yakta.com

Jotham Deayton

All_Tasks

 

 

 

R_D_Components

 

 

 

GFERP_Accounting

 

 

 

GFERP_Full_Access_to_Setup_Tables

 

 

 

GFERP_Standard_User_Permission_Set

 

 

 

GFERP_Import_Permission_Set

 

 

 

Fast_Forms_Permissions

 

 

 

Custom_YAKTA_PermissionSet

 

 

 

GFACCT_Accounting_User_Permission_Set

 

 

 

Payment_Console

 

 

 

Flair_Employee_Management

 

 

luke.deayton@yakta.com

Luke Deayton

Manage_Users

 

 

 

R_D_Components

 

 

 

GFERP_Accounting

 

 

 

GFERP_Full_Access_to_Setup_Tables

 

 

 

GFERP_Standard_User_Permission_Set

 

 

 

GFERP_Import_Permission_Set

 

 

 

GL_Accountant

 

 

 

Fast_Forms_Permissions

 

 

 

Custom_YAKTA_PermissionSet

 

 

 

GFACCT_Accounting_User_Permission_Set

 

 

michaela.deayton@yakta.com

Michaela Deayton

DocuSign_Administrator

 

 

 

Fast_Forms_Permissions

 

 

 

Custom_YAKTA_PermissionSet

 

 

 

GFACCT_Accounting_User_Permission_Set

 

 

 

GFERP_Accounting

 

 

 

GFERP_Full_Access_to_Setup_Tables

 

 

 

GFERP_Standard_User_Permission_Set

 

 

 

GFERP_Import_Permission_Set

 

 

 

Flair_Absence_Manager

 

 

 

Flair_Attendance_Manager

 

 

 

Flair_Career_Portal_Integration

 

 

 

Flair_Documents_Manager

 

 

 

Flair_Employee_Management

 

 

 

Flair_Employee_Self_Service

 

 

 

Flair_Engagement_Manager

 

 

 

Flair_Expenses

 

 

 

Flair_Hiring_Manager

 

 

 

Flair_Hub

 

 

 

Flair_Job_Advertising

 

 

 

Flair_Manager

 

 

 

Flair_Payroll_Management

 

 

 

Flair_Payroll_Manager

 

 

 

Flair_Recruiter

 

 

 

Flair_Recruitment_Management

 

 

 

Flair_Salary_Manager

 

 

 

Flair_Shift_Planner_Manager

 

 

 

Flair_Ticketing_Manager

 

 

 

Flair_Visibility_Scope_Management

 

 

 

Flair_Workflows

 

 

praneetvig@gmail.com_yakta

Praneet Vig

ExactTarget_Integration_Admin

 

 

 

ExactTarget_Integration

 

 

 

Fast_Forms_Permissions

 

 

sfmcintegration@yakta.com

SFMC Integration user

ExactTarget_Integration_Admin

 

 

 

ExactTarget_Integration

 

 

 

Fast_Forms_Permissions

Profile Name

Yakta Role/Position

User Licenses

Users

Permission Set

Sales & Marketing

SALES REP/ASSISTANT/

MARKETING ASSOCIATE

Salesforce

  1. Isaac, Morgyn

  2. Angel, Tim

  3. Mitchell, Mike

  4. Sutterlin, Steve

  5. Feuerbacher, Mark

  6. Nick

  7. Amy

Sales & Marketing User

Sales & Marketing

SALES MANAGER

MARKETING MGMT

Salesforce

  1. Cornell, Dale

  2. Brodie, Milne

  3. Carter, Liane

  4. Dale Cornell

  5. Rick Buie

  • Sales & Marketing Manager

  • Standard Einstein Activity Capture

  • Sales Cloud User

  • Account Engagement User

  • Account Engagement Connector User

  • Account Engagement Integration User

  • Account Engagement Package

  • Customer Feedback Permission Set

  • Flair Employee Management

  • Pardot Connector Object Settings

  • Production Scheduler Permission Set

Operation

OPERATIONS MGMT

Salesforce Platform

with GoldFinch License

Deayton, Jotham

  • GFERP Standard ERP Users,

  • Custom - YAKTA Permission Set

Operation

Purchasing

Salesforce Platform

with GoldFinch License

Elaine,

Tracy

  • GFERP Standard ERP Users

  • GFERP Extension App

  • YAKTA Permission Set

Operation

Warehouse / Logistics

Salesforce Platform

with GoldFinch License

Tim, Randy, Bruce

  • GFERP Standard ERP Users

  • GFERP Extension App

  • YAKTA Permission Set

Operation

ENGINEERING MGMT

Salesforce Platform

with GoldFinch License

  • GFERP Standard ERP Users

  • GFERP Extension App

  • YAKTA Permission Set

System Administrators

System Administrators

Salesforce

with GoldFinch License

Jotham, Michaela, Luke, Evan, Andrew

  • GFERP Standard ERP Users

  • GFERP Extension App

  • GFERP Standard Accounting

  • GFERP Advanced Accounting

  • Yakat Custom Permission Set

Finance

Finance

Salesforce Platform

with GoldFinch License

Luke

  • GFERP Standard ERP Users

  • GFERP Extension App

  • GFERP Standard Accounting

  • GFERP Advanced Accounting

  • Yakta Custom Permission Set

...