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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-20240101-220847.png

Permissions Matrix

Profile Name

Yakta Role/Position

User Licenses

Users

Permission Set

Yakta Sales & Marketing

(with Yakta Sales & Marketing User permission set)

SALES REP/ASSISTANT

SALES MANAGER

Salesforce

  1. Isaac, Morgyn

  2. Angel, Tim

  3. Mitchell, Mike

  4. Sutterlin, Steve

  5. Feuerbacher, Mark

Yakta Sales & Marketing User

Sales Cloud User,

Yakta Production Scheduler

Yakta Customer Feedback

Yakta Sales & Marketing

(with Yakta Sales & Marketing Manager permission set)

MARKETING MGMT

MARKETING ASSOCIATE

Salesforce

  1. Cornell, Dale

  2. Brodie, Milne

  3. Carter, Liane

  4. Rick Buie

Yakta Sales & Marketing Manager,

Sales Cloud User,

Yakta Production Scheduler

Yakta Customer Feedback

Each user could have a few more specific permission sets

Yakta Operations Platform

OPERATIONS MGMT

Salesforce Platform with GoldFinch License

GFERP Standard ERP Users,

GFERP Extension App,

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 Custom Permission Set

Yakta Operations Platform

Warehouse / Logistics

Salesforce Platform

with GoldFinch License

Brewer, Tim,

Smith, Randy, Pride, Bruce

GFERP Standard ERP Users

GFERP Extension App

Yakta Custom Permission Set

Yakta Engineering

ENGINEERING MGMT

Salesforce Platform with GoldFinch 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 Custom 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

Yakta Custom Permission Set

Yakta Finance

Finance

Salesforce with GoldFinch License

GFERP Standard ERP Users,

GFERP Extension App

GFERP Standard Accounting

GFERP Advanced Accounting

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

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

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