Assigning Permissions
The Managed Packages you install to configure the Instore application add various permission sets in your Salesforce organization to provide users with proper access to use the application.
Supported Permission Sets
A permission set is a collection of settings and permissions that give users access to various tools and functions. Permission sets extend users’ functional access without changing their profiles.
Permission Set | Base Managed Package |
---|---|
| |
| Apps Managed Package |
| |
| Engage Managed Package |
| |
| Instore Managed Package |
| |
| Missions Managed Package |
| |
| Products Managed Package |
| |
| Promotions Managed Package |
PITCHER-Apps Operations
The PITCHER-Apps Operations
permission set is used to set permissions for business administrators allowing them to manage Instore's data on Salesforce.
This permission set provides access to the following objects and their fields:
Object Name | Access Type |
---|---|
| Read, Create, Edit, Delete |
| Read, Create, Edit, Delete |
| Read, Create, Edit, Delete |
This permissions set also provides access to execute the following Apex Classes:
PCH.BAT_AllocationProcessingBatchProcess
PCH.BAT_ExecutionCreationBatchProcess
PCH.QUE_ExecuteDmlQueuableBatches
PCH.SCH_AllocationProcessingBatchScheduler
PCH.SCH_SiteAllocationBatchScheduler
PCH.SCH_TagAllocationBatchScheduler
PCH.SYS_AllocationUtility
PCH.SYS_Constants
PCH.SYS_CustomException
PCH.SYS_Utility
PITCHER-Apps Rep
The PITCHER-Apps Rep
permission set is used to set permissions for sales representatives and account managers allowing them to use the application on the field.
This permission set provides access to the following objects and their fields:
Object Name | Access Type |
---|---|
| Read |
| Read |
| Read |
This permissions set also provides access to execute the following Apex Classes:
PCH.BAT_AllocationProcessingBatchProcess
PCH.BAT_ExecutionCreationBatchProcess
PCH.QUE_ExecuteDmlQueuableBatches
PCH.SCH_AllocationProcessingBatchScheduler
PCH.SCH_SiteAllocationBatchScheduler
PCH.SCH_TagAllocationBatchScheduler
PCH.SYS_AllocationUtility
PCH.SYS_Constants
PCH.SYS_CustomException
PCH.SYS_Utility
PITCHER-Engage Operations
The PITCHER-Engage Operations
permission set is used to set permissions for business administrators allowing them to manage Engagements
(an object to manage calls and customer interactions) on Salesforce.
This permission set provides Read, Create, Edit access to the Engagements
object and its fields.
PITCHER-Engage Rep
The PITCHER-Engage Rep
permission set is used to set permissions for sales reps and account managers allowing them to turn on the customer interactions from the app.
This permission set provides Read, Create, Edit access to the Engagements
object and its fields.
PITCHER-Instore Operations and PITCHER-Instore Rep
The PITCHER-Instore Operations
and PITCHER-Instore Rep
permission sets are generally empty and contain no access configuration.
PITCHER-Mission Operations
The PITCHER-Mission Operations
permission set is used to set permissions for business administrators allowing them to manage mission configuration on Salesforce.
This permission set provides access to the following objects and their fields:
Object Name | Access Type |
---|---|
| Read, Create, Edit |
| Read, Create, Edit |
| Read, Create, Edit |
| Read, Create, Edit |
| Read, Create, Edit |
| Read, Create, Edit |
This permissions set also provides access to execute the PCH.SCH_MissionAllocationBatchScheduler
Apex Class.
PITCHER-Mission Rep
The PITCHER-Mission Rep
permission set is used to set permissions for sales reps and account managers allowing them to execute missions using the Instore app.
This permission set provides access to the following objects and their fields:
Object Name | Access Type |
---|---|
| Read, Create, Edit |
| Read, Create, Edit |
| Read |
| Read |
| Read, Create, Edit |
| Read, Create, Edit |
This permissions set also provides access to execute the PCH.SCH_MissionAllocationBatchScheduler
Apex Class.
PITCHER-Products Operations and PITCHER-Products Rep
The PITCHER-Products Operations
and PITCHER-Products Rep
permission sets are used to set permissions for business administrators allowing them to manage products and assortments on Salesforce.
These permission sets provide access to the following objects and their fields:
Object Name | Access Type |
---|---|
| Read, Create, Edit, Delete |
| Read, Create, Edit, Delete |
| Read, Create, Edit, Delete |
These permission sets also provide access to execute the following Apex Classes:
PCH.SCH_AssortmentL1AllocationBatchScheduler
PCH.SCH_AssortmentL2AllocationBatchScheduler
PCH.SCH_AssortmentL3AllocationBatchScheduler
PITCHER-Promotion Operations and PITCHER-Promotion Rep
The PITCHER-Promotion Operations
and PITCHER-Promotion Rep
permission sets are used to set permissions for business administrators allowing them to manage promotions on Salesforce.
These permission sets provide access to the following objects and their fields:
Object Name | Access Type |
---|---|
| Read, Create, Edit, Delete |
| Read, Create, Edit, Delete |
These permission sets also provide access to execute the PCH.SCH_PromotionAllocationBatchScheduler
Apex Class.
Permission Set Groups
Permission Set Group | Permission Set Included | Base Managed Package |
---|---|---|
|
| |
|
| Instore Managed Package |
Permission Set Groups Assignment
You can assign the permissions set group to users (which is easier than assigning multiple permission sets to a user). Let’s take an example of assigning the PITCHER Instore Rep Group
permission set to a user.
In your salesforce organization, go to Setup and navigate to Users > Permissions Set Group.
Find and click the
PITCHER Instore Rep Group
permission set to visit its Overview page.On the Overview page, click Manage Assignments.
Click Add Assignments.
Use the checkbox to select one or more users or user groups for assigning permission.
Click Assign.
Click Done.
Permission Set Assignment
You can assign the permissions sets to users and user groups from the permission set’s Overview page. Let’s take an example of assigning the PITCHER-Apps Rep
permission set to a user.
In your salesforce organization, go to Setup and navigate to Users > Permissions Sets.
Find and click the
PITCHER-Apps Operations
permission set to visit its Overview page.On the Overview page, click Manage Assignments.
Click Add Assignments.
Use the checkbox to select one or more users or user groups for assigning permission.
Click Assign.
Click Done.
Assigning Permissions