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.

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:

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:

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:

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:

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:

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:

These permission sets also provide access to execute the PCH.SCH_PromotionAllocationBatchScheduler Apex Class.

Permission Set Groups

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.

1. In your salesforce organization, go to Setup and navigate to Users > Permissions Set Group.

2. Find and click the PITCHER Instore Rep Group permission set to visit its Overview page.

3. On the Overview page, click Manage Assignments.

4. Click Add Assignments.

5. Use the checkbox to select one or more users or user groups for assigning permission.

6. Click Assign.

7. 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.

1. In your salesforce organization, go to Setup and navigate to Users > Permissions Sets.

2. Find and click the PITCHER-Apps Operations permission set to visit its Overview page.

3. On the Overview page, click Manage Assignments.

4. Click Add Assignments.

5. Use the checkbox to select one or more users or user groups for assigning permission.

6. Click Assign.

7. Click Done.