Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 3 Current »

This is for Donation user set up.

Business Persona

Salesforce

#

User type

Business Persona

Salesforce Profile

Salesforce Role

Permission Set Group Assignments

Permission Set Name

1

Support/Admin

Strategic Partnership team 

DMS

TOP

 

Data - DMS CampaignRead/Write
Data - DMS ContactAccount Delete
Data - DMS OpportunityCreate/Edit
Data - DMS ReadAll
DMS - AccessToPublicListViews

2

Support

Accounting  team

DMS

Accountant

 

Data - DMS CampaignRead/Write
Data - DMS OpportunityCreate/Edit
Data - DMS ReadAll
DMS - AccessToPublicListViews

  • No labels