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Design Architecture

  • Minimize Profiles because they will be retired soon. Only use Profile to features that we don’t get from Permission Sets, such as assigning default app

  • All object permissions will be managed by Permission Sets.

Profile Name

Yakta Role/Position

Licenses

Users

Permission Set

Sales & Marketing

xxxx

SALES REP/ASSISTANT/

MARKETING ASSOCIATE

Salesforce

  1. Milne, Brodie

  2. Cornell, Dale

  3. Isaac, Morgyn

  4. Carter, Liane

  5. Angel, Tim

  6. Mitchell, Mike

  7. Sutterlin, Steve

  8. Feuerbacher, Mark

  9. Buie, Rick

  10. NA, Marketing

Sales & Marketing User

Sales & Marketing

SALES MANAGER

MARKETING MGMT

Salesforce

  1. Milne, Brodie

  2. Cornell, Dale

  3. Isaac, Morgyn

  4. Carter, Liane

  5. Angel, Tim

  6. Mitchell, Mike

  7. Sutterlin, Steve

  8. Feuerbacher, Mark

  9. Buie, Rick

  10. NA, Marketing

  • Sales & Marketing User

  • Sales & Marketing Managers

special permisisons:

Operation

OPERATIONS MGMT

??

GoldFinch

Deayton, Jotham

  • GFERP Standard ERP Users,

  • Custom - YAKTA Permission Set

Operation

Purchasing

??

GoldFinch

Hughes, Elaine,

Tracy

  • GFERP Standard ERP Users

  • GFERP Extension App

  • YAKTA Permission Set

Operation

Warehouse / Logistics

GoldFinch

Tim, Randy, Bruce

  • GFERP Standard ERP Users

  • GFERP Extension App

  • YAKTA Permission Set

Operation

ENGINEERING MGMT

GoldFinch

Evan Woynorowski

  • GFERP Standard ERP Users

  • GFERP Extension App

  • YAKTA Permission Set

System Administrators

System Administrators

Salesforce

GoldFinch

By default, it should have access to every object

Finance

Finance

GoldFinch

  • GFERP Standard ERP Users

  • GFERP Extension App

  • GFERP Standard Accounting

  • GFERP Advanced Accounting

  • Yakat Custom Permission Set

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