Content Comparison

Profile Name

Yakta Role/Position

User Licenses

Users

Permission Set

Yakta Sales & Marketing

(with Yakta Sales & Marketing User permission set)

SALES REP/ASSISTANT

SALES MANAGER

Salesforce

1. Isaac, Morgyn

2. Angel, Tim

3. Mitchell, Mike

4. Sutterlin, Steve

5. Feuerbacher, Mark

• Yakta Sales & Marketing User

• Sales Cloud User,

• Yakta Production Scheduler

• Yakta Customer Feedback

Yakta Sales & Marketing

(with Yakta Sales & Marketing Manager permission set)

MARKETING MGMT

MARKETING ASSOCIATE

Salesforce

1. Cornell, Dale

2. Brodie, Milne

3. Carter, Liane

4. Rick Buie

• Yakta Sales & Marketing Manager,

• Sales Cloud User,

• Yakta Production Scheduler

• Yakta Customer Feedback

• Each user could have a few more

• other permission sets depending on their role

Yakta Operations Platform

OPERATIONS MGMT

Salesforce Platform with GoldFinch License

• GFERP Standard ERP Users,

• GFERP Extension App,

• Yakta Customer Feedback

• Yakta Custom Permission Set

Yakta Operations Salesforce

Purchasing

Salesforce with GoldFinch License

Elaine Hughes,

Pedersen, Natalia,

Ferris, Ron,

• GFERP Standard ERP Users,

• GFERP Extension App

• Yakta Custom Permission Set

• Yakta Customer Feedback

• Each user could have a few more other permission sets depending on their role

Yakta Operations Platform

Warehouse / Logistics

Salesforce Platform

with GoldFinch License

Brewer, Tim,

Smith, Randy,

Pride, Bruce

• GFERP Standard ERP Users

• GFERP Extension App

• Yakta Customer Feedback

• Yakta Custom Permission Set

Yakta Engineering

ENGINEERING MGMT

Salesforce Platform with a potential 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

• Yakta Customer Feedback

• Yakta Custom Permission Set

• Each user could have a few more other permission sets depending on their role

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

• Yakta Custom Permission Set

Yakta Finance

Finance

Salesforce with GoldFinch License

• GFERP Standard ERP Users,

• GFERP Extension App

• GFERP Standard Accounting

• GFERP Advanced Accounting

• Yakta Custom Permission Set