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Table of Contents

Design Architecture

  • Minimize Profiles because they will be retired soon. Only use Profile to for features that we don’t get are not available from Permission Sets, such as assigning default app.

  • All object permissions will 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 & Marketing

xxxx

(with Yakta Sales & Marketing User permission set)

SALES REP/ASSISTANT

/

MARKETING ASSOCIATE

SALES MANAGER

Salesforce

  • Milne, Brodie

  • Cornell, Dale

    1. Isaac, Morgyn

    Carter, Liane

    2. Angel, Tim

    3. Mitchell, Mike

    4. Sutterlin, Steve

    5. Feuerbacher, Mark

    6. Rick Buie

    , Rick

  • NA, Marketing

    1. ??????

    • Yakta Sales & Marketing User

    • Sales Cloud User,

    • Yakta Production Scheduler

    • Yakta Customer Feedback

    Yakta Sales & Marketing

    User

    (with Yakta Sales & Marketing

    SALES MANAGER

    Manager permission set)

    MARKETING MGMT

    MARKETING

    MGMT

    ASSOCIATE

    Salesforce

  • Milne, Brodie

    1. Cornell, Dale

    Isaac

    1. Brodie,

    Morgyn

    1. Milne

    2. Carter, Liane

    Angel

    • Yakta Sales & Marketing Manager,

    Tim

    Mitchell

    • Sales Cloud User,

    Mike

  • Sutterlin, Steve

  • Feuerbacher, Mark

  • Buie, Rick

  • NA, Marketing

    • Sales & Marketing User

    • Sales & Marketing Managers

    special permisisons:

    Operation

    OPERATIONS MGMT

    ??

    GoldFinch

    Deayton, Jotham

    • GFERP Standard ERP Users,

    • Custom - YAKTA Permission Set

    Operation

    Purchasing

    ??

    GoldFinch

    Hughes, Elaine,

    Tracy

    • 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 Permission Set

    • Operation

    • Yakta Custom Permission Set

    • 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

    • Yakta Customer Feedback

    • Yakta Custom Permission Set

    Operation

    Yakta Engineering

    ENGINEERING MGMT

    Salesforce Platform with a potential GoldFinch

    Evan Woynorowski

    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

    GoldFinch

    By default, it should have access to every object

    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

    Yakat Custom Permission Set

    • 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