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

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 Permission Set

OperationOperations

OPERATIONS MGMT

Salesforce Platform with GoldFinch License

Deayton, Jotham

GFERP Standard ERP Users,

OperationOperations

Purchasing

Salesforce Platform with GoldFinch License

Elaine, Tracy

GFERP Standard ERP Users,

GFERP Extension App

Custom - YAKTA Permission Set

Operations

Warehouse / Logistics

Salesforce Platform

with GoldFinch License

Tim, Randy, Bruce

GFERP Standard ERP Users

GFERP Extension App

Custom YAKTA Permission Set

Operations

ENGINEERING MGMT

Salesforce Platform with GoldFinch License

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 Platformwith GoldFinch License

Luke

GFERP Standard ERP Userswith GoldFinch License,

GFERP Extension App

GFERP Standard Accounting

GFERP Advanced Accounting

Yakta Custom Permission Set