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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-20240101-155259.png

Profile Name

Yakta Role/Position

User Licenses

Users

Permission Set

Status

Sales & Marketing

SALES REP/ASSISTANT/

MARKETING ASSOCIATE

Salesforce

  1. Isaac, Morgyn

  2. Angel, Tim

  3. Mitchell, Mike

  4. Sutterlin, Steve

  5. Feuerbacher, Mark

  6. Nick

  7. Amy

Sales & Marketing User

Sales & Marketing

SALES MANAGER

MARKETING MGMT

Salesforce

  1. Cornell, Dale

  2. Brodie, Milne

  3. Carter, Liane

  4. Dale Cornell

  5. Rick Buie

  • Sales & Marketing Manager

  • Standard Einstein Activity Capture

  • Sales Cloud User

  • Account Engagement User

  • Account Engagement Connector User

  • Account Engagement Integration User

  • Account Engagement Package

  • Customer Feedback Permission Set

  • Flair Employee Management

  • Pardot Connector Object Settings

  • Production Scheduler Permission Set

Operation

OPERATIONS MGMT

Salesforce Platform

with GoldFinch License

Deayton, Jotham

  • GFERP Standard ERP Users,

  • Custom - YAKTA Permission Set

Operation

Purchasing

Salesforce Platform

with GoldFinch License

Elaine,

Tracy

  • GFERP Standard ERP Users

  • GFERP Extension App

  • YAKTA Permission Set

Operation

Warehouse / Logistics

Salesforce Platform

with GoldFinch License

Tim, Randy, Bruce

  • GFERP Standard ERP Users

  • GFERP Extension App

  • YAKTA Permission Set

Operation

ENGINEERING MGMT

Salesforce Platform

with GoldFinch License

  • GFERP Standard ERP Users

  • GFERP Extension App

  • YAKTA Permission Set

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

  • Yakat Custom Permission Set

Finance

Finance

Salesforce Platform

with GoldFinch License

Luke

  • GFERP Standard ERP Users

  • GFERP Extension App

  • GFERP Standard Accounting

  • GFERP Advanced Accounting

  • Yakta Custom Permission Set

Permission Sets

Name

Details

Sales & Marketing User

???

Sales & Marketing Managers

????

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