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 for features that are not available from Permission Sets, such as assigning default app.
All object permissions should be managed by Permission Sets.
Profile Name | Yakta Role/Position | User Licenses | Users | Permission Set |
Sales & Marketing | SALES REP/ASSISTANT/ MARKETING ASSOCIATE | Salesforce |
| Sales & Marketing User |
Sales & Marketing | SALES MANAGER MARKETING MGMT | Salesforce |
|
|
Operation | OPERATIONS MGMT | Salesforce Platform with GoldFinch License | Deayton, Jotham |
|
Operation | Purchasing | Salesforce Platform with GoldFinch License | Elaine, Tracy |
|
Operation | Warehouse / Logistics | Salesforce Platform with GoldFinch License | Tim, Randy, Bruce |
|
Operation | ENGINEERING MGMT | Salesforce Platform with GoldFinch License |
| |
System Administrators | System Administrators | Salesforce with GoldFinch License | Jotham, Michaela, Luke, Evan, Andrew |
|
Finance | Finance | Salesforce Platform with GoldFinch License | Luke |
|
Permission Sets
Name | Details |
|---|---|
Sales & Marketing User | ??? |
Sales & Marketing Managers | ???? |