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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.
Deployed Permissions Table
https://yakta.lightning.force.com/lightning/r/Report/00OON000000TwgX2AS/view?queryScope=userFolders
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Profile: Name
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License: Name
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Full Name
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Permission Set Name
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Engineering
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Salesforce Platform
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Denley Symington
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PDF_Butler_User
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CLM_Administrator
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CLM_Community_User
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CLM_User
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Customer_Feedback_Permission_Set
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Production_Scheduler_Permission_Set
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Derek Ross
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All_Tasks
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...
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R_D_Components
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...
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Custom_YAKTA_PermissionSet
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...
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CLM_Administrator
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...
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CLM_Community_User
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...
...
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CLM_User
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...
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CLM_Viewer
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...
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DocuSign_Administrator
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...
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DocuSign_Generator
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...
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DocuSign_Login
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...
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DocuSign_Negotiator
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...
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DocuSign_Sender
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DocuSign_User
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...
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Community_Regular_Permissions
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...
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Community_Services
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Fast_Forms_Permissions
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Formstack_App_Launcher
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...
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NativeCloud_Permissions
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...
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Utility_Permissions
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Douglas McMillan
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All_Tasks
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...
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Custom_YAKTA_PermissionSet
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CLM_Administrator
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CLM_Community_User
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CLM_User
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Customer_Feedback_Permission_Set
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...
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Production_Scheduler_Permission_Set
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...
...
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PDF_Butler_User
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Eric Crooks
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All_Tasks
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...
...
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R_D_Components
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...
...
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Customer_Feedback_Permission_Set
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...
...
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Production_Scheduler_Permission_Set
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...
...
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PDF_Butler_User
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...
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CLM_Administrator
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CLM_Community_User
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CLM_User
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Joel Young
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PDF_Butler_User
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CLM_Administrator
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CLM_Community_User
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CLM_User
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Customer_Feedback_Permission_Set
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...
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Production_Scheduler_Permission_Set
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Joshua Peters
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PDF_Butler_User
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CLM_Administrator
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CLM_Community_User
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CLM_User
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...
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Customer_Feedback_Permission_Set
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...
...
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Production_Scheduler_Permission_Set
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Justyn Brar
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CLM_Administrator
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CLM_Community_User
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...
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CLM_User
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PDF_Butler_User
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Customer_Feedback_Permission_Set
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Production_Scheduler_Permission_Set
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Lane Peters
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PDF_Butler_User
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CLM_Administrator
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CLM_Community_User
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CLM_User
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DocuSign_Administrator
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Customer_Feedback_Permission_Set
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Production_Scheduler_Permission_Set
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Mustafa Mubarak
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All_Tasks
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R_D_Components
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PDF_Butler_User
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CLM_Administrator
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CLM_Community_User
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CLM_User
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...
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Customer_Feedback_Permission_Set
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...
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Production_Scheduler_Permission_Set
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...
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Rhett Hall
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All_Tasks
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...
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Sales_Edge
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R_D_Components
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CLM_Administrator
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CLM_Community_User
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CLM_User
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Customer_Feedback_Permission_Set
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Production_Scheduler_Permission_Set
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...
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PDF_Butler_User
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Operations Platform
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Salesforce Platform
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Bruce Pride
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GFERP_Accounting
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GFERP_Full_Access_to_Setup_Tables
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GFERP_Standard_User_Permission_Set
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GFERP_Import_Permission_Set
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Payment_Console
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Custom_YAKTA_PermissionSet
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Indiana Firth
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Flair_Absence_Manager
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Flair_Attendance_Manager
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Flair_Beta
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Flair_Career_Portal_Integration
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...
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Flair_Documents_Manager
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Flair_Employee_Management
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Flair_Employee_Self_Service
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Flair_Engagement_Manager
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Flair_Expenses
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Flair_Hiring_Manager
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Flair_Hub
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Flair_Job_Advertising
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Flair_Manager
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Flair_Payroll_Management
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Flair_Payroll_Manager
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Flair_Recruiter
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Flair_Recruitment_Management
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Flair_Salary_Manager
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Flair_Shift_Planner_Manager
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Flair_Ticketing_Manager
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Flair_Visibility_Scope_Management
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...
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Flair_Workflows
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Randy Smith
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GFERP_Accounting
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...
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GFERP_Full_Access_to_Setup_Tables
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...
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GFERP_Standard_User_Permission_Set
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...
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GFERP_Import_Permission_Set
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...
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Custom_YAKTA_PermissionSet
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Operations Salesforce
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Salesforce
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Elaine Hughes
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Custom_YAKTA_PermissionSet
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GFERP_Full_Access_to_Setup_Tables
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GFERP_Standard_User_Permission_Set
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GFERP_Import_Permission_Set
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Sales_Marketing_User
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...
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Customer_Feedback_Permission_Set
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Production_Scheduler_Permission_Set
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Natalia Pedersen
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Custom_YAKTA_PermissionSet
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GFACCT_Accounting_User_Permission_Set
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GFERP_Accounting
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GFERP_Full_Access_to_Setup_Tables
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GFERP_Standard_User_Permission_Set
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...
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GFERP_Import_Permission_Set
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All_Tasks
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...
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R_D_Components
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Sales_Marketing_User
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Customer_Feedback_Permission_Set
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Production_Scheduler_Permission_Set
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Ron Ferris
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Custom_YAKTA_PermissionSet
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GFACCT_Accounting_User_Permission_Set
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...
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GFERP_Accounting
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GFERP_Full_Access_to_Setup_Tables
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GFERP_Standard_User_Permission_Set
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GFERP_Import_Permission_Set
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...
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Customer_Feedback_Permission_Set
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...
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Production_Scheduler_Permission_Set
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Tim Brewer
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GFERP_Full_Access_to_Setup_Tables
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...
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GFERP_Standard_User_Permission_Set
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...
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GFERP_Import_Permission_Set
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Custom_YAKTA_PermissionSet
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Sales_Marketing_User
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Customer_Feedback_Permission_Set
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...
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Production_Scheduler_Permission_Set
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Sales & Marketing
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Salesforce
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Brodie Milne
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Pardot
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Pardot_Connector_User
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Pardot_Integration_User
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Pardot_Connector_Object_Settings
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Flair_Employee_Management
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Customer_Feedback_Permission_Set
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Production_Scheduler_Permission_Set
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SalesMarketingManager
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Dale Cornell
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Flair_Employee_Management
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SalesMarketingManager
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Customer_Feedback_Permission_Set
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...
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Production_Scheduler_Permission_Set
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Liane Carter
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SalesMarketingManager
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Customer_Feedback_Permission_Set
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Production_Scheduler_Permission_Set
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Marketing NA
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Sales_Marketing_User
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Customer_Feedback_Permission_Set
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Production_Scheduler_Permission_Set
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Mark Feuerbacher
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Sales_Marketing_User
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Customer_Feedback_Permission_Set
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Production_Scheduler_Permission_Set
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Mike Mitchell
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Sales_Marketing_User
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Customer_Feedback_Permission_Set
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Production_Scheduler_Permission_Set
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Morgyn Isaac
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Sales_Marketing_User
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Customer_Feedback_Permission_Set
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Production_Scheduler_Permission_Set
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Rick Buie
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SalesMarketingManager
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Customer_Feedback_Permission_Set
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Production_Scheduler_Permission_Set
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Steve Sutterlin
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SalesMarketingManager
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Customer_Feedback_Permission_Set
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Production_Scheduler_Permission_Set
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Tim Angel
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Sales_Marketing_User
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...
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Customer_Feedback_Permission_Set
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...
...
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Production_Scheduler_Permission_Set
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Sales Insights Integration User
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Sales Insights Integration User
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Insights Integration
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System Administrator
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Salesforce
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Admin Cloud ROI
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Fast_Forms_Permissions
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...
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Andrew Firth
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Pardot
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...
...
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Pardot_Connector_User
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...
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Pardot_Connector_Object_Settings
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GFERP_Accounting
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...
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GFERP_Full_Access_to_Setup_Tables
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GFERP_Standard_User_Permission_Set
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...
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GFERP_Import_Permission_Set
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...
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DocuSign_Administrator
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Fast_Forms_Permissions
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Custom_YAKTA_PermissionSet
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R_D_Components
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Curtis Unrau
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Fast_Forms_Permissions
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...
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Formstack_Admin_Settings
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Formstack_App_Launcher
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Custom_YAKTA_PermissionSet
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ExactTarget_Integration_Admin
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...
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ExactTarget_Integration
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Evan Woynorowski
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Fast_Forms_Permissions
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Flair_Employee_Management
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Sales_Marketing_User
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...
...
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Customer_Feedback_Permission_Set
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...
...
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Production_Scheduler_Permission_Set
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GoldFinch Admin
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GFACCT_Accounting_User_Permission_Set
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...
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GFERP_Accounting
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GFERP_Full_Access_to_Setup_Tables
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GFERP_Standard_User_Permission_Set
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GFERP_Import_Permission_Set
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Fast_Forms_Permissions
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...
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Custom_YAKTA_PermissionSet
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...
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Jotham Deayton
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All_Tasks
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...
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R_D_Components
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GFERP_Accounting
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GFERP_Full_Access_to_Setup_Tables
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GFERP_Standard_User_Permission_Set
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GFERP_Import_Permission_Set
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Fast_Forms_Permissions
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Custom_YAKTA_PermissionSet
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GFACCT_Accounting_User_Permission_Set
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...
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Payment_Console
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Flair_Employee_Management
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Luke Deayton
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Manage_Users
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R_D_Components
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GFERP_Accounting
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GFERP_Full_Access_to_Setup_Tables
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GFERP_Standard_User_Permission_Set
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GFERP_Import_Permission_Set
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GL_Accountant
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Fast_Forms_Permissions
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Custom_YAKTA_PermissionSet
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GFACCT_Accounting_User_Permission_Set
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Michaela Deayton
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DocuSign_Administrator
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Fast_Forms_Permissions
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Custom_YAKTA_PermissionSet
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GFACCT_Accounting_User_Permission_Set
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GFERP_Accounting
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GFERP_Full_Access_to_Setup_Tables
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GFERP_Standard_User_Permission_Set
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GFERP_Import_Permission_Set
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Flair_Absence_Manager
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Flair_Attendance_Manager
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Flair_Career_Portal_Integration
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Flair_Documents_Manager
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Flair_Employee_Management
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Flair_Employee_Self_Service
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Flair_Engagement_Manager
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Flair_Expenses
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Flair_Hiring_Manager
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Flair_Hub
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Flair_Job_Advertising
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Flair_Manager
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Flair_Payroll_Management
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Flair_Payroll_Manager
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Flair_Recruiter
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Flair_Recruitment_Management
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Flair_Salary_Manager
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Flair_Shift_Planner_Manager
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Flair_Ticketing_Manager
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Flair_Visibility_Scope_Management
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Flair_Workflows
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Praneet Vig
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ExactTarget_Integration_Admin
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ExactTarget_Integration
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Fast_Forms_Permissions
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SFMC Integration user
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ExactTarget_Integration_Admin
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ExactTarget_Integration
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Fast_Forms_Permissions
Permission Sets Definitions
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Name
...
Details
Permissions Matrix
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 (with Yakta Sales & Marketing Manager permission set) | MARKETING MGMT MARKETING ASSOCIATE | Salesforce |
|
|
Yakta Operations Platform | OPERATIONS MGMT | Salesforce Platform with GoldFinch License |
| |
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, |
|
System Administrators | System Administrators | Salesforce with GoldFinch License | Jotham, |
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Yakta Finance | Finance | Salesforce with GoldFinch License |
|
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 |
Production Scheduler | Permission Set to Assign Production Scheduler Access |
Customer Feedback | Permission Set to Assign Customer Feedback Access |
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 YAKTA- 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