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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

Deployed Permissions Table

The updated permissions can be retrieved from the following Report.

https://yakta.lightning.force.com/lightning/r/Report/00OON000000TwgX2AS/view?queryScope=userFolders

Profile Name

Yakta Role/Position

User Licenses

Users

Permission Set

Sales & Marketing

SALES REP/ASSISTANT

SALES MANAGER

Salesforce

  1. Isaac, Morgyn

  2. Angel, Tim

  3. Mitchell, Mike

  4. Sutterlin, Steve

  5. Feuerbacher, Mark

  6. Nick

Sales & Marketing User

Production Scheduler Permission Set

Sales & Marketing

MARKETING MGMT

MARKETING ASSOCIATE

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

Production Scheduler Permission Set

Operations

OPERATIONS MGMT

Salesforce Platform with GoldFinch License

Deayton, Jotham

GFERP Standard ERP Users,

GFERP Extension App,

Custom - YAKTA Permission Set

Operations

Purchasing

Salesforce Platform with GoldFinch License

Elaine, Tracy

GFERP Standard ERP Users,

GFERP Extension App

Custom - YAKTA Permission Set

Operations

Warehouse / Logistics

Salesforce Platform

with GoldFinch License

Tim, Randy, Bruce

GFERP Standard ERP Users

GFERP Extension App

Custom YAKTA Permission Set

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

Custom 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

Custom YAKTA Permission Set

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

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.

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