Content Comparison

Profile Name

Yakta Role/Position

User Licenses

Users

Permission Set

Sales & Marketing

SALES REP/ASSISTANT

SALES MANAGER

Salesforce

1. Isaac, Morgyn

2. Angel, Tim

3. Mitchell, Mike

4. Sutterlin, Steve

5. Feuerbacher, Mark

6. Nick

Sales & Marketing User

Production Scheduler Permission Set,

Customer Feedback

Sales & Marketing

MARKETING MGMT

MARKETING ASSOCIATE

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,

Production Scheduler

Operations

OPERATIONS MGMT

Salesforce Platform with GoldFinch License

GFERP Standard ERP Users,

GFERP Extension App,

Custom - YAKTA Permission Set

Operations Salesforce

Purchasing

Salesforce with GoldFinch License

Elaine Hughes,

Pedersen, Natalia,

Ferris, Ron,

GFERP Standard ERP Users,

GFERP Extension App

Custom - YAKTA Permission Set

Operations Platform

Warehouse / Logistics

Salesforce Platform

with GoldFinch License

Brewer, Tim,

Smith, Randy, Pride, Bruce

GFERP Standard ERP Users

GFERP Extension App

Custom YAKTA Permission Set

Engineering

ENGINEERING MGMT

Salesforce Platform with GoldFinch License

McMillan, Douglas,
Ross, Derek,
Crooks, Eric,
Mubarak, Mustafa,
Hall, Rhett,
Symington, Denley,
Peters, Lane,
Brar, Justyn,
Peters, Joshua,
Young, Joel

GFERP Standard ERP Users

GFERP Extension App

Custom 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

Custom YAKTA Permission Set

Finance

Finance

Salesforce with GoldFinch License

GFERP Standard ERP Users,

GFERP Extension App

GFERP Standard Accounting

GFERP Advanced Accounting

Yakta Custom Permission Set