Content Comparison

Profile Name

Yakta Role/Position

User Licenses

Users

Permission Set

Sales & Marketing

SALES REP/ASSISTANT/

MARKETING ASSOCIATE

Salesforce

1. Isaac, Morgyn

2. Carter, Liane

3. Angel, Tim

4. Mitchell, Mike

5. Sutterlin, Steve

6. Feuerbacher, Mark

7. Nick

8. Amy

Sales & Marketing User

Sales & Marketing

SALES MANAGER

MARKETING MGMT

Salesforce

1. Cornell, Dale

2. Brodie

• Sales & Marketing User

• Sales & Marketing Managers

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, AndrewBy default, it should have access to every object

• 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

• Yakat Custom Permission Set