Versions Compared

Version Old Version 5 New Version Current
Changes made by

Waseem Khan

Waseem Khan

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

...

...

...

Profiles

...

Name

...

Role Name

...

Licenses

...

No. of users

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.pngImage Added

Permissions Matrix

Profile Name

Yakta Role/Position

User Licenses

Users

Permission Set

Yakta Sales

ConsultantSALES MANAGER

& Marketing

(with Yakta Sales & Marketing User permission set)

SALES REP/ASSISTANT

S

  • Milne, Brodie

  • Cornell, Dale

    • SALES MANAGER

    10

    Salesforce

    1. Isaac, Morgyn

  • Carter, Liane

    1. Angel, Tim

    2. Mitchell, Mike

    3. Sutterlin, Steve

    4. Feuerbacher, Mark

    5. Rick Buie

    , Rick

  • NA, Marketing

    • System Administrator

    OPERATIONS MGMT

    S, GF

    Deayton, Jotham

    1. ??????

    • 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

    • Yakta Sales & Marketing Manager,

    • Sales Cloud User,

    • Yakta Production Scheduler

    • Yakta Customer Feedback

    • Some users could have a few more permission sets because of 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

    - YAKTA

    GFERP Standard ERP Users,

    Custom - YAKTA Permission Set

    • Permission Set

    Standard User

    Purchasing

    SP, GF

    2

    Hughes, Elaine,

    Tracy

    GFERP Standard ERP Users,

    Custom - YAKTA Permission Set

    Standard Platform User

    Warehouse / Logistics

    SP, GF

    • Yakta Customer Feedback

    • Yakta Sales & Marketing User

    • Some users could have a few more permission sets because of 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 Engineering Permission Set

    • Yakta Customer Feedback

    • Yakta Custom Permission Set

    • Some users could have a few more permission sets because of their 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

    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