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.
Deployed Permissions Table
https://yakta.lightning.force.com/lightning/r/Report/00OON000000TwgX2AS/view?queryScope=userFolders
...
Profile: Name
...
License: Name
...
Full Name
...
Permission Set Name
...
...
...
...
...
Engineering
...
Salesforce Platform
...
Denley Symington
...
PDF_Butler_User
...
...
...
...
CLM_Administrator
...
...
...
...
CLM_Community_User
...
...
...
...
CLM_User
...
...
...
...
Customer_Feedback_Permission_Set
...
...
...
...
Production_Scheduler_Permission_Set
...
...
...
Derek Ross
...
All_Tasks
...
...
...
...
R_D_Components
...
...
...
...
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.
Deployed Permissions Table
https://yakta.lightning.force.com/lightning/r/Report/00OON000000TwgX2AS/view?queryScope=userFolders
Profile: Name | License: Name | Full Name | Permission Set Name | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
|
| CLM_Administrator |
|
|
| |||||
Engineering | Salesforce Platform | Denley Symington | PDF_Butler_User | |||||||||
|
|
| CLM_UserAdministrator | |||||||||
|
|
| CLM_Viewer |
|
|
| DocuSign_AdministratorCommunity_User | |||||
|
|
| DocuSignCLM_GeneratorUser | |||||||||
|
|
| DocuSign_LoginCustomer_Feedback_Permission_Set | |||||||||
|
|
| DocuSign_NegotiatorProduction_Scheduler_Permission_Set | |||||||||
|
| Derek Ross | DocuSignAll_SenderTasks | |||||||||
|
|
| DocuSignR_D_UserComponents | |||||||||
|
|
| CommunityCustom_RegularYAKTA_PermissionsPermissionSet | |||||||||
|
|
| CommunityCLM_ServicesAdministrator | |||||||||
|
|
| FastCLM_FormsCommunity_PermissionsUser | |||||||||
|
|
| FormstackCLM_App_LauncherUser | |||||||||
|
|
| NativeCloudCLM_PermissionsViewer | |||||||||
|
|
| UtilityDocuSign_PermissionsAdministrator | |||||||||
|
| Douglas McMillan | AllDocuSign_TasksGenerator | |||||||||
|
|
| CustomDocuSign_YAKTA_PermissionSetLogin | |||||||||
|
|
| CLMDocuSign_AdministratorNegotiator | |||||||||
|
|
| CLMDocuSign_Community_UserSender | |||||||||
|
|
| CLMDocuSign_User | |||||||||
|
|
| CustomerCommunity_FeedbackRegular_Permission_SetPermissions | |||||||||
|
|
| Production_Scheduler_Permission_SetCommunity_Services | |||||||||
|
|
| PDFFast_ButlerForms_UserPermissions | |||||||||
|
| Eric Crooks | All_Tasks
| Formstack_App_Launcher | ||||||||
|
|
| R_DNativeCloud_ComponentsPermissions | |||||||||
|
|
| Customer_Feedback_Permission_SetUtility_Permissions | |||||||||
|
| Douglas McMillan | Production_Scheduler_Permission_SetAll_Tasks | |||||||||
|
|
| PDFCustom_ButlerYAKTA_UserPermissionSet | |||||||||
|
|
| CLM_Administrator | |||||||||
|
|
| CLM_Community_User | |||||||||
|
|
| CLM_User | |||||||||
|
| Joel Young | PDF_Butler_User
| Customer_Feedback_Permission_Set | ||||||||
|
|
| CLM_AdministratorProduction_Scheduler_Permission_Set | |||||||||
|
|
| CLM_Community_UserPDF_Butler_User | |||||||||
|
| Eric Crooks | All_Tasks | |||||||||
|
|
| CLMR_D_UserComponents | |||||||||
|
|
| Customer_Feedback_Permission_Set | |||||||||
|
|
| Production_Scheduler_Permission_Set | |||||||||
|
| Joshua Peters | PDF_Butler_User | |||||||||
|
|
| CLM_Administrator | |||||||||
|
|
| CLM_Community_User | |||||||||
|
|
| CLM_User | |||||||||
|
| Joel Young | CustomerPDF_FeedbackButler_Permission_SetUser | |||||||||
|
|
| Production_Scheduler_Permission_Set
|
| Justyn Brar | CLM_Administrator | ||||||
|
|
| CLM_Community_User | |||||||||
|
|
| CLM_User | |||||||||
|
| PDF_Butler_User |
|
|
| Customer_Feedback_Permission_Set | ||||||
|
|
| Production_Scheduler_Permission_Set | |||||||||
|
| Lane Joshua Peters | PDF_Butler_User | |||||||||
|
|
| CLM_Administrator | |||||||||
|
|
| CLM_Community_User | |||||||||
|
|
| CLM_User |
|
|
| DocuSign_Administrator_User | |||||
|
|
| Customer_Feedback_Permission_Set | |||||||||
|
|
| Production_Scheduler_Permission_Set | |||||||||
|
| Mustafa MubarakJustyn Brar | AllCLM_TasksAdministrator | |||||||||
|
|
| RCLM_D_Components |
|
|
| PDF_Butler_Community_User | |||||
|
|
| CLM_AdministratorUser | |||||||||
|
|
| CLM_Community_User |
|
|
| CLMPDF_Butler_User | |||||
|
|
| Customer_Feedback_Permission_Set | |||||||||
|
|
| Production_Scheduler_Permission_Set | |||||||||
|
| Rhett Hall | All_Tasks | |||||||||
|
|
| Sales_Edge | |||||||||
|
| Lane Peters | RPDF_DButler_ComponentsUser | |||||||||
|
|
| CLM_Administrator | |||||||||
|
|
| CLM_Community_User | |||||||||
|
|
| CLM_User | |||||||||
|
|
| DocuSign_Administrator | |||||||||
|
|
| Customer_Feedback_Permission_Set | |||||||||
|
|
| Production_Scheduler_Permission_Set | |||||||||
|
| Mustafa Mubarak | All_Tasks | |||||||||
|
|
| R_D_Components | |||||||||
|
|
| PDF_Butler_User | |||||||||
Operations Platform | Salesforce Platform | Bruce Pride | GFERPCLM_AccountingAdministrator | |||||||||
|
|
| GFERP_Full_Access_to_Setup_TablesCLM_Community_User | |||||||||
|
|
| GFERP_StandardCLM_User_Permission_Set | |||||||||
|
|
| GFERPCustomer_ImportFeedback_Permission_Set | |||||||||
|
|
| Payment_ConsoleProduction_Scheduler_Permission_Set | |||||||||
|
| Rhett Hall | CustomAll_YAKTA_PermissionSetTasks | |||||||||
|
| Indiana Firth | FlairSales_Absence_ManagerEdge | |||||||||
|
|
| FlairR_AttendanceD_ManagerComponents | |||||||||
|
|
| FlairCLM_BetaAdministrator | |||||||||
|
|
| FlairCLM_CareerCommunity_Portal_IntegrationUser | |||||||||
|
|
| FlairCLM_Documents_ManagerUser | |||||||||
|
|
| FlairCustomer_Feedback_EmployeePermission_ManagementSet | |||||||||
|
|
| FlairProduction_EmployeeScheduler_SelfPermission_ServiceSet | |||||||||
|
|
| FlairPDF_EngagementButler_ManagerUser | |||||||||
Operations Platform | Salesforce Platform | Bruce Pride | FlairGFERP_ExpensesAccounting | |||||||||
|
|
| Flair_Hiring_ManagerGFERP_Full_Access_to_Setup_Tables | |||||||||
|
|
| Flair_HubGFERP_Standard_User_Permission_Set | |||||||||
|
|
| FlairGFERP_Import_JobPermission_AdvertisingSet | |||||||||
|
|
| FlairPayment_ManagerConsole | |||||||||
|
|
| FlairCustom_PayrollYAKTA_ManagementPermissionSet | |||||||||
|
| Indiana Firth | Flair_PayrollAbsence_Manager | |||||||||
|
|
| Flair_RecruiterAttendance_Manager | |||||||||
|
|
| Flair_Recruitment_ManagementBeta | |||||||||
|
|
| Flair_Career_SalaryPortal_ManagerIntegration | |||||||||
|
|
| Flair_Shift_PlannerDocuments_Manager | |||||||||
|
|
| Flair_TicketingEmployee_ManagerManagement | |||||||||
|
|
| Flair_VisibilityEmployee_ScopeSelf_ManagementService | |||||||||
|
|
| Flair_Engagement_WorkflowsManager | |||||||||
|
| Randy Smith | GFERPFlair_AccountingExpenses | |||||||||
|
|
| GFERPFlair_Full_Access_to_Setup_TablesHiring_Manager | |||||||||
|
|
| GFERP_Standard_User_Permission_SetFlair_Hub | |||||||||
|
|
| GFERPFlair_ImportJob_Permission_SetAdvertising | |||||||||
|
|
| CustomFlair_YAKTA_PermissionSet | Operations Salesforce | Salesforce | Elaine Hughes | Custom_YAKTA_PermissionSetManager | |||||
|
|
| Flair_Payroll_Management | |||||||||
|
|
| GFERPFlair_Full_Access_to_Setup_TablesPayroll_Manager | |||||||||
|
|
| GFERP_Standard_User_Permission_SetFlair_Recruiter | |||||||||
|
|
| GFERPFlair_ImportRecruitment_Permission_SetManagement | |||||||||
|
|
| SalesFlair_MarketingSalary_UserManager | |||||||||
|
|
| CustomerFlair_FeedbackShift_PermissionPlanner_SetManager | |||||||||
|
|
| ProductionFlair_SchedulerTicketing_Permission_SetManager | |||||||||
|
| Natalia Pedersen | Custom_YAKTA_PermissionSet
| Flair_Visibility_Scope_Management | ||||||||
|
|
| GFACCT_Accounting_User_Permission_SetFlair_Workflows | |||||||||
|
| Randy Smith | GFERP_Accounting | |||||||||
|
|
| GFERP_Full_Access_to_Setup_Tables | |||||||||
|
|
| GFERP_Standard_User_Permission_Set | |||||||||
|
|
| GFERP_Import_Permission_Set | |||||||||
|
|
| All_Tasks | |||||||||
|
|
| R_D_Components | |||||||||
|
|
| Sales_Marketing_UserCustom_YAKTA_PermissionSet | |||||||||
Operations Salesforce | Salesforce | Elaine Hughes | Custom_YAKTA_PermissionSet | |||||||||
|
|
| CustomerGFERP_FeedbackFull_Permission_Set | |||||||||
|
|
| Production_Scheduler_Permission_Set | |||||||||
|
| Ron Ferris | Custom_YAKTA_PermissionSetAccess_to_Setup_Tables | |||||||||
|
|
| GFACCTGFERP_AccountingStandard_User_Permission_Set | |||||||||
|
|
| GFERP_Import_Permission_AccountingSet | |||||||||
|
|
| GFERPSales_Full_Access_to_Setup_TablesMarketing_User | |||||||||
|
|
| GFERPCustomer_Standard_UserFeedback_Permission_Set | |||||||||
|
|
| GFERPProduction_ImportScheduler_Permission_Set | |||||||||
|
| Natalia Pedersen | Custom_YAKTA_PermissionSet | |||||||||
| Customer_Feedback |
| GFACCT_Accounting_User_Permission_Set | |||||||||
|
|
| Production_Scheduler_Permission_SetGFERP_Accounting | |||||||||
|
| Tim Brewer | GFERP_Full_Access_to_Setup_Tables | |||||||||
|
|
| GFERP_Standard_User_Permission_Set | |||||||||
|
|
| GFERP_Import_Permission_Set | |||||||||
|
|
| CustomAll_YAKTA_PermissionSetTasks | |||||||||
|
|
| SalesR_MarketingD_UserComponents | |||||||||
|
|
| CustomerSales_FeedbackMarketing_Permission_SetUser | |||||||||
|
|
| Production_Scheduler_Permission_Set | |||||||||
Sales & Marketing | Salesforce | Brodie Milne | Pardot | |||||||||
|
|
| Pardot_Connector_User | |||||||||
|
|
| Pardot_Integration_UserCustomer_Feedback_Permission_Set | |||||||||
|
|
| PardotProduction_ConnectorScheduler_ObjectPermission_SettingsSet | |||||||||
|
| Ron Ferris | FlairCustom_EmployeeYAKTA_ManagementPermissionSet | |||||||||
|
|
| CustomerGFACCT_Accounting_FeedbackUser_Permission_Set | |||||||||
|
|
| Production_Scheduler_Permission_SetGFERP_Accounting | |||||||||
|
|
| SalesMarketingManagerGFERP_Full_Access_to_Setup_Tables | |||||||||
|
| Dale Cornell | Flair_Employee_Management
| GFERP_Standard_User_Permission_Set | ||||||||
|
|
| SalesMarketingManagerGFERP_Import_Permission_Set | |||||||||
|
|
| Customer_Feedback_Permission_Set | |||||||||
|
|
| Production_Scheduler_Permission_Set | |||||||||
|
| Liane Carter | SalesMarketingManagerTim Brewer | GFERP_Full_Access_to_Setup_Tables | ||||||||
|
|
| CustomerGFERP_Standard_FeedbackUser_Permission_Set | |||||||||
|
|
| ProductionGFERP_SchedulerImport_Permission_Set | |||||||||
|
|
| Custom_YAKTA_PermissionSet | |||||||||
|
| Marketing NA | Sales_Marketing_User | |||||||||
|
|
| Customer_Feedback_Permission_Set | |||||||||
|
|
| Production_Scheduler_Permission_Set_Set | |||||||||
Sales & Marketing | Salesforce | Brodie Milne | Pardot | |||||||||
|
| Mark Feuerbacher | SalesPardot_MarketingConnector_User | |||||||||
|
|
| CustomerPardot_FeedbackIntegration_Permission_SetUser | |||||||||
|
|
| ProductionPardot_SchedulerConnector_PermissionObject_SetSettings | |||||||||
|
| Mike Mitchell | SalesFlair_MarketingEmployee_UserManagement | |||||||||
|
|
| Customer_Feedback_Permission_Set | |||||||||
|
|
| Production_Scheduler_Permission_Set | |||||||||
|
| Morgyn Isaac | Sales_Marketing_User |
| SalesMarketingManager | |||||||
| Customer_Feedback_Permission_Set |
|
|
| Production_Scheduler_Permission_SetDale Cornell | Flair_Employee_Management | ||||||
|
| Rick Buie | SalesMarketingManager | |||||||||
|
|
| Customer_Feedback_Permission_Set | |||||||||
|
|
| Production_Scheduler_Permission_Set | |||||||||
|
| Steve SutterlinLiane Carter | SalesMarketingManager | |||||||||
|
|
| Customer_Feedback_Permission_Set | |||||||||
|
|
| Production_Scheduler_Permission_Set | |||||||||
|
| Tim AngelMarketing NA | 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 Cloud ROI | Fast_Forms_Permissions |
|
| Andrew Firth | Pardot
| Production_Scheduler_Permission_Set | |||
|
| Mark Feuerbacher | PardotSales_ConnectorMarketing_User | |||||||||
|
|
| PardotCustomer_ConnectorFeedback_ObjectPermission_SettingsSet | |||||||||
|
|
| GFERP_AccountingProduction_Scheduler_Permission_Set | |||||||||
|
| Mike Mitchell | GFERPSales_Full_Access_to_Setup_TablesMarketing_User | |||||||||
|
|
| GFERPCustomer_Standard_UserFeedback_Permission_Set | |||||||||
|
|
| GFERPProduction_ImportScheduler_Permission_Set | |||||||||
|
|
| DocuSign_AdministratorMorgyn Isaac | Sales_Marketing_User | ||||||||
|
|
| FastCustomer_Feedback_FormsPermission_PermissionsSet | |||||||||
|
|
| CustomProduction_Scheduler_YAKTAPermission_PermissionSetSet | |||||||||
|
|
| R_D_ComponentsRick Buie | SalesMarketingManager | ||||||||
|
| Curtis Unrau | Fast_Forms_Permissions
| Customer_Feedback_Permission_Set | ||||||||
|
|
| FormstackProduction_Scheduler_AdminPermission_SettingsSet | |||||||||
|
|
| Formstack_App_LauncherSteve Sutterlin | SalesMarketingManager | ||||||||
|
|
| CustomCustomer_Feedback_YAKTAPermission_PermissionSetSet | |||||||||
|
|
| ExactTargetProduction_Scheduler_IntegrationPermission_AdminSet | |||||||||
|
|
| ExactTarget_IntegrationTim Angel | Sales_Marketing_User | ||||||||
|
| Evan Woynorowski | Fast_Forms_Permissions
| Customer_Feedback_Permission_Set | ||||||||
|
|
| FlairProduction_Scheduler_Employee_Management |
|
|
| Sales_Marketing_UserPermission_Set | |||||
Sales Insights Integration User | Sales Insights Integration User | Insights Integration |
| |||||||||
System Administrator | Salesforce | Admin Cloud ROI | Fast_Forms_Permissions | |||||||||
|
|
| Customer_Feedback_Permission_SetAndrew Firth | Pardot | ||||||||
|
|
| ProductionPardot_SchedulerConnector_Permission_SetUser | |||||||||
|
| GoldFinch Admin | GFACCTPardot_AccountingConnector_UserObject_Permission_SetSettings | |||||||||
|
|
| 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 | |||||||||
|
| Jotham Deayton | All_Tasks
| R_D_Components | ||||||||
|
| Curtis Unrau | RFast_DForms_ComponentsPermissions | |||||||||
|
|
| GFERPFormstack_Admin_AccountingSettings | |||||||||
|
|
| GFERPFormstack_Full_Access_to_Setup_TablesApp_Launcher | |||||||||
|
|
| GFERPCustom_Standard_User_Permission_SetYAKTA_PermissionSet | |||||||||
|
|
| GFERPExactTarget_ImportIntegration_Permission_SetAdmin | |||||||||
|
|
| FastExactTarget_Forms_PermissionsIntegration | |||||||||
|
| Evan Woynorowski | CustomFast_YAKTAForms_PermissionSetPermissions | |||||||||
|
|
| GFACCT_Accounting_User_Permission_SetFlair_Employee_Management | |||||||||
|
|
| PaymentSales_Marketing_ConsoleUser | |||||||||
|
|
| FlairCustomer_Feedback_EmployeePermission_ManagementSet | |||||||||
|
| Luke Deayton | Manage_Users
| Production_Scheduler_Permission_Set | ||||||||
|
|
| R_D_ComponentsGoldFinch Admin | GFACCT_Accounting_User_Permission_Set | ||||||||
|
|
| 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 | |||||||||
|
| Jotham Deayton | GFACCT_Accounting_User_Permission_SetAll_Tasks | |||||||||
|
| Michaela Deayton | DocuSign_Administrator
| R_D_Components | ||||||||
|
|
| FastGFERP_Forms_PermissionsAccounting | |||||||||
|
|
| Custom_YAKTA_PermissionSetGFERP_Full_Access_to_Setup_Tables | |||||||||
|
|
| GFACCTGFERP_AccountingStandard_User_Permission_Set | |||||||||
|
|
| GFERP_Import_Permission_AccountingSet | |||||||||
|
|
| GFERPFast_Full_Access_to_Setup_TablesForms_Permissions | |||||||||
|
|
| Custom_YAKTA_PermissionSet | |||||||||
|
|
| GFERPGFACCT_StandardAccounting_User_Permission_Set | |||||||||
|
|
| GFERP_Import_Permission_SetPayment_Console | |||||||||
|
|
| Flair_Absence_Manager_Employee_Management | |||||||||
|
| Luke Deayton | Manage_Users | |||||||||
|
|
| FlairR_AttendanceD_ManagerComponents | |||||||||
|
|
| Flair_Career_Portal_IntegrationGFERP_Accounting | |||||||||
|
|
| Flair_Documents_ManagerGFERP_Full_Access_to_Setup_Tables | |||||||||
|
|
| Flair_Employee_ManagementGFERP_Standard_User_Permission_Set | |||||||||
|
|
| FlairGFERP_EmployeeImport_SelfPermission_ServiceSet | |||||||||
|
|
| FlairGL_Engagement_ManagerAccountant | |||||||||
|
|
| FlairFast_Forms_ExpensesPermissions | |||||||||
|
|
| FlairCustom_HiringYAKTA_ManagerPermissionSet | |||||||||
|
|
| Flair_HubGFACCT_Accounting_User_Permission_Set | |||||||||
|
| Michaela Deayton | FlairDocuSign_Job_AdvertisingAdministrator | |||||||||
|
|
| FlairFast_Forms_ManagerPermissions | |||||||||
|
|
| FlairCustom_PayrollYAKTA_ManagementPermissionSet | |||||||||
|
|
| Flair_Payroll_ManagerGFACCT_Accounting_User_Permission_Set | |||||||||
|
|
| FlairGFERP_RecruiterAccounting | |||||||||
|
|
| Flair_Recruitment_ManagementGFERP_Full_Access_to_Setup_Tables | |||||||||
|
|
| Flair_Salary_ManagerGFERP_Standard_User_Permission_Set | |||||||||
|
|
| FlairGFERP_ShiftImport_PlannerPermission_ManagerSet | |||||||||
|
|
| Flair_TicketingAbsence_Manager | |||||||||
|
|
| Flair_VisibilityAttendance_Scope_ManagementManager | |||||||||
|
|
| Flair_Career_WorkflowsPortal_Integration | |||||||||
|
| Praneet Vig | ExactTargetFlair_IntegrationDocuments_AdminManager | |||||||||
|
|
| ExactTargetFlair_Employee_IntegrationManagement | |||||||||
|
|
| FastFlair_Employee_FormsSelf_PermissionsService | |||||||||
|
| SFMC Integration user | ExactTargetFlair_IntegrationEngagement_AdminManager | |||||||||
|
|
| ExactTargetFlair_IntegrationExpenses | |||||||||
|
|
| FastFlair_FormsHiring_PermissionsManager | |||||||||
Profile Name
Yakta Role/Position
User Licenses
Users
Permission Set
Sales & Marketing
SALES REP/ASSISTANT/
MARKETING ASSOCIATE
Salesforce
Isaac, Morgyn
Angel, Tim
Mitchell, Mike
Sutterlin, Steve
Feuerbacher, Mark
Nick
Amy
Sales & Marketing User
Sales & Marketing
SALES MANAGER
MARKETING MGMT
Salesforce
Cornell, Dale
Brodie, Milne
Carter, Liane
Dale Cornell
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
Permission Sets
Name
Details
Sales & Marketing User
Sales Marketing Apps Access without Deletion Permission
Sales & Marketing 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 | |
|
| Praneet Vig | ExactTarget_Integration_Admin | |
|
|
| ExactTarget_Integration | |
|
|
| Fast_Forms_Permissions | |
|
| SFMC Integration user | ExactTarget_Integration_Admin | |
|
|
| ExactTarget_Integration | |
|
|
| Fast_Forms_Permissions | |
Permission Sets Definitions
Name | Details |
|---|---|
Sales & Marketing User | Sales Marketing Apps Access without Deletion Permission |
Sales & Marketing Manager | Sales Marketing Apps Access with Deletion Permission |
Production Scheduler | Permission Set to Assign Production Scheduler Access |
Customer Feedback | Permission Set to Assign Customer Feedback Access |
GFERP Standard ERP Users | This permission set has read access to set up tables in GoldFinch Setup app, read/write access to ERP master tables and transaction tables, and read access to ERP ledger entry tables. |
GFERP Extension App | This permission set allows users access to GoldFinch Extension app to perform data imports/exports, process EDI transactions, mobile apps, and other integrations. |