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 | |
Profile Name | Yakta Role/Position | User Licenses | Users | Permission Set |
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 |
|
Permission Sets
Name | Details |
|---|---|
Sales & Marketing User | Sales Marketing Apps Access without Deletion Permission |
Sales & Marketing Manager | Sales Marketing Apps Access with Deletion Permission |