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To Dos
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Assignee
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Status
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Review below design
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Waseem
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Create 2 new permission sets (please fill in detail object level permissions)
Sales & Marketing User
Sales & Marketing Manager
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Waseem
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Permission Sets created
Sales & Marketing User
Sales & Marketing Manager
In addition, following are created as per YAKTA’s requirements
Production Scheduler
Customer Feedback
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Create 3 profiles
Sales & Marketing
Operation
Finance
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Create 3 profiles (without any object access)
Sales & Marketing
Operation
Finance
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Test the new permission sets and profiles thoroughly
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Tested
Sales & Marketing Profile with following permission sets
Sales & Marketing User
Sales & Marketing Manager
Production Scheduler
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Rename old custom profile and permission sets with zzz as prefix
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Roll up with sample users in each group for a week.
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Roll up with all users
Permission Sets
Name | Details |
|---|---|
Sales & Marketing User | ??? |
Sales & Marketing Managers | ???? |
| Table of Contents |
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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.
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Permissions Matrix
Profile Name | Yakta Role/Position | User Licenses | Users | Permission Set |
Status
Yakta Sales & Marketing (with Yakta Sales & Marketing User permission set) | SALES REP/ASSISTANT |
SALES MANAGER | Salesforce |
|
Carter, Liane
|
Nick
Amy
|
|
Yakta Sales & Marketing |
(with Yakta Sales & Marketing Manager permission set) | MARKETING MGMT MARKETING ASSOCIATE | Salesforce |
|
|
Sales & Marketing Managers
| ||
Yakta Operations Platform | OPERATIONS MGMT | Salesforce Platform |
with GoldFinch License |
Deayton, Jotham
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Yakta Operations Salesforce | Purchasing | Salesforce |
with GoldFinch License | Elaine Hughes, |
Pedersen, Natalia, Ferris, Ron, |
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|
| ||||
Yakta Operations Platform | Warehouse / Logistics | Salesforce Platform with GoldFinch License | Brewer, Tim, Smith, Randy, Pride, Bruce |
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Yakta Engineering | ENGINEERING MGMT | Salesforce Platform |
with a potential GoldFinch License | McMillan, Douglas, |
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System Administrators | System Administrators | Salesforce |
with GoldFinch License | Jotham, |
|
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Yakta Finance | Finance | Salesforce |
with GoldFinch License |
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Permission Sets Definitions
Name | Details |
|---|---|
Yakta Sales & Marketing User | Sales Marketing Apps Access without Deletion Permission |
Yakta Sales & Marketing Manager | Sales Marketing Apps Access with Deletion Permission |
GFERP Standard ERP Users | This permission set has read access to set up tables in GoldFinch Setup app, read/write access to ERP master tables and transaction tables, and read access to ERP ledger entry tables. |
GFERP Extension App | This permission set allows users access to GoldFinch Extension app to perform data imports/exports, process EDI transactions, mobile apps, and other integrations. |
GFERP Standard Accounting Users | This permission set allows users access to GoldFinch Accounts Receivable, Accounts Payable and General Journal modules |
GFERP Advanced Accounting Users | This permission set allows full access to financial Reports |
Yakta-Custom Permission Set | This permission set allows access to custom fields, pages, classes, PDF’s developed as per requirement. |
Yakta Production Scheduler | Permission Set to Assign Production Scheduler Access |
Yakta Customer Feedback | Permission Set to Assign Customer Feedback Access |
YAKTA Engineering | Permission Set to Assign YAKTA Engineering App |
Any Labels | Permission Set to Assign Any Labels App access |
FormStack Permissions | Permission Set to Assign FormStack App access |
Permissions Details by User by Object
The updated permissions can be retrieved from the following Report.
https://yakta.lightning.force.com/lightning/r/Report/00OON000000TwgX2AS/view?queryScope=userFolders