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Scott Zhuo

Scott Zhuo

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To Dos

Assignee

Status

Review below design

Waseem

Work on 2 new permission sets

Sales & Marketing User

Sales & Marketing Manager

and 3 profiles

Sales & Marketing

Operation

Finance

and test thoroughly

Waseem

Rename old custom profile and permission sets with zzz as prefix

Roll up with sample users in each group for a week.

Roll up with all users

Design Architecture

  • Minimize Profiles because they will be retired soon. Only use Profile to for features that we don’t get are not available from Permission Sets, such as assigning default app.

  • All object permissions will should be managed by Permission Sets.

...

Profile Name

Yakta Role/Position

User Licenses

Users

Permission Set

Sales & Marketingxxxx

SALES REP/ASSISTANT/

MARKETING ASSOCIATE

Salesforce

  1. Milne, Brodie

  2. Cornell, Dale

  3. Isaac, Morgyn

  4. Carter, Liane

  5. Angel, Tim

  6. Mitchell, Mike

  7. Sutterlin, Steve

  8. Feuerbacher, Mark

  9. Buie, Rick

  10. NA, Marketing Nick

  11. Amy

Sales & Marketing User

Sales & Marketing

SALES MANAGER

MARKETING MGMT

Salesforce

Milne, Brodie

  1. Cornell, Dale

  2. Isaac, Morgyn

  3. Carter, Liane

  4. Angel, Tim

  5. Mitchell, Mike

  6. Sutterlin, Steve

  7. Feuerbacher, Mark

  8. Buie, Rick

  9. NA, Marketing Brodie

  • Sales & Marketing User

  • Sales & Marketing Managers

special permisisons:

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

Hughes, 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 Evan WoynorowskiLicense

  • GFERP Standard ERP Users

  • GFERP Extension App

  • YAKTA Permission Set

System Administrators

System Administrators

Salesforce

with GoldFinch License

Jotham, Michaela, Luke, Evan, Andrew

By default, it should have access to every object

Finance

Finance

Salesforce Platform

with GoldFinch License

Luke

  • GFERP Standard ERP Users

  • GFERP Extension App

  • GFERP Standard Accounting

  • GFERP Advanced Accounting

  • Yakat Custom Permission Set

Permission Sets

Name

Details

Sales & Marketing User

???

Sales & Marketing Managers

????