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
Profile: Name | License: Name | Full Name | Permission Set Name |
|---|---|---|---|
Engineering | Salesforce Platform | Denley Symington | PDF_Butler_User |
|
|
| CLM_Administrator |
|
|
| CLM_Community_User |
|
|
| CLM_User |
|
|
| Customer_Feedback_Permission_Set |
|
|
| Production_Scheduler_Permission_Set |
|
| Derek Ross | All_Tasks |
|
|
| R_D_Components |
|
|
| Custom_YAKTA_PermissionSet |
|
|
| CLM_Administrator |
|
|
| CLM_Community_User |
|
|
| CLM_User |
|
|
| CLM_Viewer |
|
|
| DocuSign_Administrator |
|
|
| DocuSign_Generator |
|
|
| DocuSign_Login |
|
|
| DocuSign_Negotiator |
|
|
| DocuSign_Sender |
|
|
| DocuSign_User |
|
|
| Community_Regular_Permissions |
|
|
| Community_Services |
|
|
| Fast_Forms_Permissions |
|
|
| Formstack_App_Launcher |
|
|
| NativeCloud_Permissions |
|
|
| Utility_Permissions |
|
| Douglas McMillan | All_Tasks |
|
|
| Custom_YAKTA_PermissionSet |
|
|
| CLM_Administrator |
|
|
| CLM_Community_User |
|
|
| CLM_User |
|
|
| Customer_Feedback_Permission_Set |
|
|
| Production_Scheduler_Permission_Set |
|
|
| PDF_Butler_User |
|
| Eric Crooks | All_Tasks |
|
|
| R_D_Components |
|
|
| Customer_Feedback_Permission_Set |
|
|
| Production_Scheduler_Permission_Set |
|
|
| PDF_Butler_User |
|
|
| CLM_Administrator |
|
|
| CLM_Community_User |
|
|
| CLM_User |
|
| Joel Young | PDF_Butler_User |
|
|
| CLM_Administrator |
|
|
| CLM_Community_User |
|
|
| CLM_User |
|
|
| Customer_Feedback_Permission_Set |
|
|
| Production_Scheduler_Permission_Set |
|
| Joshua Peters | PDF_Butler_User |
|
|
| CLM_Administrator |
|
|
| CLM_Community_User |
|
|
| CLM_User |
|
|
| Customer_Feedback_Permission_Set |
|
|
| Production_Scheduler_Permission_Set |
|
| Justyn Brar | CLM_Administrator |
|
|
| CLM_Community_User |
|
|
| CLM_User |
|
|
| PDF_Butler_User |
|
|
| Customer_Feedback_Permission_Set |
|
|
| Production_Scheduler_Permission_Set |
|
| Lane Peters | PDF_Butler_User |
|
|
| CLM_Administrator |
|
|
| CLM_Community_User |
|
|
| CLM_User |
|
|
| DocuSign_Administrator |
|
|
| Customer_Feedback_Permission_Set |
|
|
| Production_Scheduler_Permission_Set |
|
| Mustafa Mubarak | All_Tasks |
|
|
| R_D_Components |
|
|
| PDF_Butler_User |
|
|
| CLM_Administrator |
|
|
| CLM_Community_User |
|
|
| CLM_User |
|
|
| Customer_Feedback_Permission_Set |
|
|
| Production_Scheduler_Permission_Set |
|
| Rhett Hall | All_Tasks |
|
|
| Sales_Edge |
|
|
| R_D_Components |
|
|
| CLM_Administrator |
|
|
| CLM_Community_User |
|
|
| CLM_User |
|
|
| Customer_Feedback_Permission_Set |
|
|
| Production_Scheduler_Permission_Set |
|
|
| PDF_Butler_User |
Operations Platform | Salesforce Platform | Bruce Pride | GFERP_Accounting |
|
|
| GFERP_Full_Access_to_Setup_Tables |
|
|
| GFERP_Standard_User_Permission_Set |
|
|
| GFERP_Import_Permission_Set |
|
|
| Payment_Console |
|
|
| Custom_YAKTA_PermissionSet |
|
| Indiana Firth | Flair_Absence_Manager |
|
|
| Flair_Attendance_Manager |
|
|
| Flair_Beta |
|
|
| Flair_Career_Portal_Integration |
|
|
| Flair_Documents_Manager |
|
|
| Flair_Employee_Management |
|
|
| Flair_Employee_Self_Service |
|
|
| Flair_Engagement_Manager |
|
|
| Flair_Expenses |
|
|
| Flair_Hiring_Manager |
|
|
| Flair_Hub |
|
|
| Flair_Job_Advertising |
|
|
| Flair_Manager |
|
|
| Flair_Payroll_Management |
|
|
| Flair_Payroll_Manager |
|
|
| Flair_Recruiter |
|
|
| Flair_Recruitment_Management |
|
|
| Flair_Salary_Manager |
|
|
| Flair_Shift_Planner_Manager |
|
|
| Flair_Ticketing_Manager |
|
|
| Flair_Visibility_Scope_Management |
|
|
| Flair_Workflows |
|
| Randy Smith | GFERP_Accounting |
|
|
| GFERP_Full_Access_to_Setup_Tables |
|
|
| GFERP_Standard_User_Permission_Set |
|
|
| GFERP_Import_Permission_Set |
|
|
| Custom_YAKTA_PermissionSet |
Operations Salesforce | Salesforce | Elaine Hughes | Custom_YAKTA_PermissionSet |
|
|
| GFERP_Full_Access_to_Setup_Tables |
|
|
| GFERP_Standard_User_Permission_Set |
|
|
| GFERP_Import_Permission_Set |
|
|
| Sales_Marketing_User |
|
|
| Customer_Feedback_Permission_Set |
|
|
| Production_Scheduler_Permission_Set |
|
| Natalia Pedersen | Custom_YAKTA_PermissionSet |
|
|
| GFACCT_Accounting_User_Permission_Set |
|
|
| GFERP_Accounting |
|
|
| GFERP_Full_Access_to_Setup_Tables |
|
|
| GFERP_Standard_User_Permission_Set |
|
|
| GFERP_Import_Permission_Set |
|
|
| All_Tasks |
|
|
| R_D_Components |
|
|
| Sales_Marketing_User |
|
|
| Customer_Feedback_Permission_Set |
|
|
| Production_Scheduler_Permission_Set |
|
| Ron Ferris | Custom_YAKTA_PermissionSet |
|
|
| GFACCT_Accounting_User_Permission_Set |
|
|
| GFERP_Accounting |
|
|
| GFERP_Full_Access_to_Setup_Tables |
|
|
| GFERP_Standard_User_Permission_Set |
|
|
| GFERP_Import_Permission_Set |
|
|
| Customer_Feedback_Permission_Set |
|
|
| Production_Scheduler_Permission_Set |
|
| Tim Brewer | GFERP_Full_Access_to_Setup_Tables |
|
|
| GFERP_Standard_User_Permission_Set |
|
|
| GFERP_Import_Permission_Set |
|
|
| Custom_YAKTA_PermissionSet |
|
|
| Sales_Marketing_User |
|
|
| Customer_Feedback_Permission_Set |
|
|
| Production_Scheduler_Permission_Set |
Sales & Marketing | Salesforce | Brodie Milne | Pardot |
|
|
| Pardot_Connector_User |
|
|
| Pardot_Integration_User |
|
|
| Pardot_Connector_Object_Settings |
|
|
| Flair_Employee_Management |
|
|
| Customer_Feedback_Permission_Set |
|
|
| Production_Scheduler_Permission_Set |
|
|
| SalesMarketingManager |
|
| Dale Cornell | Flair_Employee_Management |
|
|
| SalesMarketingManager |
|
|
| Customer_Feedback_Permission_Set |
|
|
| Production_Scheduler_Permission_Set |
|
| Liane Carter | SalesMarketingManager |
|
|
| Customer_Feedback_Permission_Set |
|
|
| Production_Scheduler_Permission_Set |
|
| Marketing NA | Sales_Marketing_User |
|
|
| Customer_Feedback_Permission_Set |
|
|
| Production_Scheduler_Permission_Set |
|
| Mark Feuerbacher | Sales_Marketing_User |
|
|
| Customer_Feedback_Permission_Set |
|
|
| Production_Scheduler_Permission_Set |
|
| Mike Mitchell | Sales_Marketing_User |
|
|
| Customer_Feedback_Permission_Set |
|
|
| Production_Scheduler_Permission_Set |
|
| Morgyn Isaac | Sales_Marketing_User |
|
|
| Customer_Feedback_Permission_Set |
|
|
| Production_Scheduler_Permission_Set |
|
| Rick Buie | SalesMarketingManager |
|
|
| Customer_Feedback_Permission_Set |
|
|
| Production_Scheduler_Permission_Set |
|
| Steve Sutterlin | SalesMarketingManager |
|
|
| Customer_Feedback_Permission_Set |
|
|
| Production_Scheduler_Permission_Set |
|
| Tim Angel | Sales_Marketing_User |
|
|
| Customer_Feedback_Permission_Set |
|
|
| Production_Scheduler_Permission_Set |
Sales Insights Integration User | Sales Insights Integration User | Insights Integration |
|
System Administrator | Salesforce | Admin Cloud ROI | Fast_Forms_Permissions |
|
| Andrew Firth | Pardot |
|
|
| Pardot_Connector_User |
|
|
| Pardot_Connector_Object_Settings |
|
|
| GFERP_Accounting |
|
|
| GFERP_Full_Access_to_Setup_Tables |
|
|
| GFERP_Standard_User_Permission_Set |
|
|
| GFERP_Import_Permission_Set |
|
|
| DocuSign_Administrator |
|
|
| Fast_Forms_Permissions |
|
|
| Custom_YAKTA_PermissionSet |
|
|
| R_D_Components |
|
| Curtis Unrau | Fast_Forms_Permissions |
|
|
| Formstack_Admin_Settings |
|
|
| Formstack_App_Launcher |
|
|
| Custom_YAKTA_PermissionSet |
|
|
| ExactTarget_Integration_Admin |
|
|
| ExactTarget_Integration |
|
| Evan Woynorowski | Fast_Forms_Permissions |
|
|
| Flair_Employee_Management |
|
|
| Sales_Marketing_User |
|
|
| Customer_Feedback_Permission_Set |
|
|
| Production_Scheduler_Permission_Set |
|
| GoldFinch Admin | GFACCT_Accounting_User_Permission_Set |
|
|
| GFERP_Accounting |
|
|
| GFERP_Full_Access_to_Setup_Tables |
|
|
| GFERP_Standard_User_Permission_Set |
|
|
| GFERP_Import_Permission_Set |
|
|
| Fast_Forms_Permissions |
|
|
| Custom_YAKTA_PermissionSet |
|
| Jotham Deayton | All_Tasks |
|
|
| R_D_Components |
|
|
| GFERP_Accounting |
|
|
| GFERP_Full_Access_to_Setup_Tables |
|
|
| GFERP_Standard_User_Permission_Set |
|
|
| GFERP_Import_Permission_Set |
|
|
| Fast_Forms_Permissions |
|
|
| Custom_YAKTA_PermissionSet |
|
|
| GFACCT_Accounting_User_Permission_Set |
|
|
| Payment_Console |
|
|
| Flair_Employee_Management |
|
| Luke Deayton | Manage_Users |
|
|
| R_D_Components |
|
|
| GFERP_Accounting |
|
|
| GFERP_Full_Access_to_Setup_Tables |
|
|
| GFERP_Standard_User_Permission_Set |
|
|
| GFERP_Import_Permission_Set |
|
|
| GL_Accountant |
|
|
| Fast_Forms_Permissions |
|
|
| Custom_YAKTA_PermissionSet |
|
|
| GFACCT_Accounting_User_Permission_Set |
|
| Michaela Deayton | DocuSign_Administrator |
|
|
| Fast_Forms_Permissions |
|
|
| Custom_YAKTA_PermissionSet |
|
|
| GFACCT_Accounting_User_Permission_Set |
|
|
| GFERP_Accounting |
|
|
| GFERP_Full_Access_to_Setup_Tables |
|
|
| GFERP_Standard_User_Permission_Set |
|
|
| GFERP_Import_Permission_Set |
|
|
| Flair_Absence_Manager |
|
|
| Flair_Attendance_Manager |
|
|
| Flair_Career_Portal_Integration |
|
|
| Flair_Documents_Manager |
|
|
| Flair_Employee_Management |
|
|
| Flair_Employee_Self_Service |
|
|
| Flair_Engagement_Manager |
|
|
| Flair_Expenses |
|
|
| Flair_Hiring_Manager |
|
|
| Flair_Hub |
|
|
| Flair_Job_Advertising |
|
|
| Flair_Manager |
|
|
| Flair_Payroll_Management |
|
|
| Flair_Payroll_Manager |
|
|
| Flair_Recruiter |
|
|
| Flair_Recruitment_Management |
|
|
| Flair_Salary_Manager |
|
|
| Flair_Shift_Planner_Manager |
|
|
| Flair_Ticketing_Manager |
|
|
| Flair_Visibility_Scope_Management |
|
|
| Flair_Workflows |
|
| Praneet Vig | ExactTarget_Integration_Admin |
|
|
| ExactTarget_Integration |
|
|
| Fast_Forms_Permissions |
|
| SFMC Integration user | ExactTarget_Integration_Admin |
|
|
| ExactTarget_Integration |
|
|
| Fast_Forms_Permissions |
Permission Sets Definitions
Name | Details |
|---|---|
Sales & Marketing User | Sales Marketing Apps Access without Deletion Permission |
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 |
Custom YAKTA-Permission Set | This permission set allows access to custom fields, pages, classes, PDF’s developed as per requirement. |