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 | ||
Profiles Changes | Permission Sets Changes | |||||
Profile Name | Action | Type / Description | Permission Set | Action | Type / Description | |
Standard Sales / Marketing | New | Create, Read , Edit | Sales and Marketing Manager | New | Create, Read , Edit , DELETE | |
Operation | New | Copy of Standard Platform user | ||||
Finance | Existing | N/A | ||||
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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