Versions Compared

Version Old Version 37 New Version 38
Changes made by

Waseem Khan

Scott Zhuo

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
Table of Contents

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.

image-20240101-220847.png

Permissions Matrix

Profile Name

Yakta Role/Position

User Licenses

Users

Permission Set

Yakta 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

Yakta Sales & Marketing User

Yakta Production Scheduler

Permission Set,

Yakta Customer Feedback

Yakta Sales & Marketing

MARKETING MGMT

MARKETING ASSOCIATE

Salesforce

  1. Cornell, Dale

  2. Brodie, Milne

  3. Carter, Liane

  4. Dale Cornell

  5. Rick Buie

Yakta Sales & Marketing Manager,

Standard Einstein Activity Capture,

Sales Cloud User,

Account Engagement User,

Yakta Production Scheduler

Yakta Operations Platform

OPERATIONS MGMT

Salesforce Platform with GoldFinch License

GFERP Standard ERP Users,

GFERP Extension App,

Yakta Custom

- YAKTA

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

- YAKTA

Permission Set

Yakta Operations Platform

Warehouse / Logistics

Salesforce Platform

with GoldFinch License

Brewer, Tim,

Smith, Randy, Pride, Bruce

GFERP Standard ERP Users

GFERP Extension App

Yakta Custom

YAKTA

Permission Set

Yakta 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

Yakta 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

Yakta Custom

YAKTA

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

Permission Sets Definitions

...