To Dos | Assignee | Status |
|---|---|---|
Review below design | Waseem | |
Create 2 new permission sets (please fill in detail object level permissions)
| Waseem | Permission Sets created
In addition, following are created as per YAKTA’s requirements
|
Create 3 profiles
| Create 3 profiles (without any object access)
| |
Test the new permission sets and profiles thoroughly | Tested
| |
Rename old custom profile and permission sets with zzz as prefix | ||
Roll up with sample users in each group for a week. | ||
Roll up with all users |
Permission Sets
Name | Details |
|---|---|
Sales & Marketing User | ??? |
Sales & Marketing Managers | ???? |
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.
Profile Name | Yakta Role/Position | User Licenses | Users | Permission Set | Status |
Sales & Marketing | SALES REP/ASSISTANT/ MARKETING ASSOCIATE | Salesforce |
| Sales & Marketing User | |
Sales & Marketing | SALES MANAGER MARKETING MGMT | Salesforce |
|
| |
Operation | OPERATIONS MGMT | Salesforce Platform with GoldFinch License | Deayton, Jotham |
| |
Operation | Purchasing | Salesforce Platform with GoldFinch License | Elaine, Tracy |
| |
Operation | Warehouse / Logistics | Salesforce Platform with GoldFinch License | Tim, Randy, Bruce |
| |
Operation | ENGINEERING MGMT | Salesforce Platform with GoldFinch License |
| ||
System Administrators | System Administrators | Salesforce with GoldFinch License | Jotham, Michaela, Luke, Evan, Andrew |
| |
Finance | Finance | Salesforce Platform with GoldFinch License | Luke |
|