User Administrations - DonateTO

Owned by Mei Sun
Last updated: Jan 20, 2023
1 min read

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