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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 |
| 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 |
| Yakta Sales & Marketing Manager, Standard Einstein Activity Capture, Sales Cloud User, Account Engagement User, Yakta Production Scheduler Yakta Customer Feedback Each user could have a few more specific permission sets |
Yakta Operations Platform | OPERATIONS MGMT | Salesforce Platform with GoldFinch License | GFERP Standard ERP Users, GFERP Extension App, 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 Operations Platform | Warehouse / Logistics | Salesforce Platform with GoldFinch License | Brewer, Tim, Smith, Randy, Pride, Bruce | GFERP Standard ERP Users GFERP Extension App Yakta Custom Permission Set |
Yakta Engineering | ENGINEERING MGMT | Salesforce Platform with GoldFinch License | McMillan, Douglas, | GFERP Standard ERP Users GFERP Extension App Yakta Custom 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 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 |
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