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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

PITCHER-Apps Rep

Apps Managed Package

PITCHER-Apps Operations

Apps Managed Package

PITCHER-Engage Operations

Engage Managed Package

PITCHER-Engage Rep

Engage Managed Package

PITCHER-Instore Operations

Instore Managed Package

PITCHER-Instore Rep

Instore Managed Package

PITCHER-Mission Operations

Missions Managed Package

PITCHER-Mission Rep

Missions Managed Package

PITCHER-Products Operations

Products Managed Package

PITCHER-Products Rep

Products Managed Package

PITCHER-Promotion Operations

Promotions Managed Package

PITCHER-Promotion Rep

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

Allocations

Read, Create, Edit, Delete

Sites

Read, Create, Edit, Delete

Tags

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

Allocations

Read

Sites

Read

Tags

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

Account Execution Items

Read, Create, Edit

Account Executions

Read, Create, Edit

Mission Items

Read, Create, Edit

Missions

Read, Create, Edit

User Execution Items

Read, Create, Edit

User Executions

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

Account Execution Items

Read, Create, Edit

Account Executions

Read, Create, Edit

Mission Items

Read

Missions

Read

User Execution Items

Read, Create, Edit

dUser Executions

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

Account Products

Read, Create, Edit, Delete

Assortment Products

Read, Create, Edit, Delete

Assortments

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

Promotion Products

Read, Create, Edit, Delete

Promotions

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

PITCHER Instore Rep Group

  1. PITCHER-Apps Rep

  2. PITCHER-Engage Rep

  3. PITCHER-Mission Rep

  4. PITCHER-Products Rep

  5. PITCHER-Promotion Rep

  6. PITCHER-Instore Rep

Instore Managed Package

PITCHER Instore Operations Group

  1. PITCHER-Apps Operations

  2. PITCHER-Engage Operations

  3. PITCHER-Mission Operations

  4. PITCHER-Products Operations

  5. PITCHER-Promotion Operations

  6. PITCHER-Instore Operations

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.

  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.

Assigning Permissions

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