Configuring Standard User Profiles for SFDC

How to configure standard user profile for SFDC integration with Consensus

Standard User profile (Contacts, Accounts, Opportunities,Leads tabs will be available)

  1. Click on the Gear icon and select the “Setup” option.
  2. On “Quick search” field type “Profiles” and click on it lower.
  3. Find a profile which you want to customize. Click on its label.

    NOTE: If you need to add a new profile click on the “New” button.

    Click on the “Edit” button. 

    1. Go to “Custom App Settings” section and disable everything except:
    1. Consensus (Consensus)
    2. Consensus (Consensus_Lightning)

    Explanation:
    1. Consensus (Consensus) – to see Consensus application in Classic mode
    2. Consensus (Consensus_Lightning) – to see Consensus application in Lightning mode

    1. Go to “Tab settings” section and disable everything except:
    1. Standard Tab Settings
    2. Set “Default On” for next tabs:
      1. Accounts
      2. Contacts
      3. Opportunities
      4. Leads

    Explanation: For displaying Accounts, Contacts, Opportunities, Leads tabs

    1. Go to “Administrative Permissions” section and disable everything except:
      1. Lightning Experience User (set on if you want to switch between Classic and Lightning)
      2. View All Custom Settings

    Explanation: Lightning Experience User - set on if you want to switch between Classic and Lightning.

    1. Go to “General User Permissions” section and disable everything except:
    2. Edit Tasks
    3. Create and Customize Reports
    4. Run Reports
    5. Export Reports

    Explanation:
    1. Edit Task – when Lead is created Task should be created also (for notifying user)
    2. Export Reports – to download reports from Salesforce
    3. Run Reports – to receive data with you filters
    4. Create and Customize Reports – to create reports with custom fields

    NOTE: If user need to Convert Lead see “Convert Leads” section.

    1. Go to “Standard Object Permissions” and disable everything except:
    1. Set “Read, Create, Edit” for next objects:
    2. Accounts
    3. Contacts
    4. Opportunities
    5. Leads

      Explanation:

    1. Permissions for Accounts, Contacts, Opportunities, Leads – need to be able to interact with Accounts, Contacts, Opportunities, Leads

     

    1. Go to “Custom Object Permissions” and disable everything except:
    1. Set “Read, Create, Edit, Delete” for next objects:
    2. cDemos
    3. cFeatures
    4. cInvitations
    5. Consensus Users Info
    6. cViews
        1. Click on “Save” button to save changes and go to “Field-Level Security” section.
        1. Find “Contact” and click on the “View” button.
        1. Click on the “Edit” button.

         

        1. On this page activate next field names:

        Contact

        Field Name

        Read Access

        Edit Access

        1.                   

        Loading Historical Data Status

        +

        +

        2.                   

        Email

        +

         

        3.                   

        Name

        +

        +

        4.                   

        Title

        +

         

        5.                   

        Account name

        +

         

        6.                   

        existInConsensus

        +

        +

        Explanation:
        1. These permissions for fields are required for correct work of Consensus component

        1. Click “Save” button and then “Back to Profile” button.
        2. Same steps (12-15) should be done for next objects:
        1. Account

        Account

        Field Name

        Read Access

        Edit Access

        1.                   

        Account Name

        +

        +

         

        1. Task

        Task

        Field Name

        Read Access

        Edit Access

        1.                   

        Priority

        +

        +

        2.                   

        Status

        +

        +

        3.                   

        Subject

        +

        +

        4.                   

        Comments

        +

        +

        5.                   

        Due Date

        +

        +

        6.                   

        Name

        +

        +

        7.                   

        ExtId

        +

        +

         

        1. Lead

        Lead

        Field Name

        Read Access

        Edit Access

        1.                   

        Title

        +

        +

        2.                   

        Email

        +

        +

        3.                   

        Company

        +

        +

        4.                   

        Name

        +

        +

        5.                   

        Phone

        +

        +

        6.                   

        Address

        +

        +

        7.                   

        Lead Source

        +

        +

        8.                   

        Description

        +

        +

        9.                   

        existInConsensus

        +

        +

        10.               

        Uuid

        +

        +

        11.               

        Loading Historical Data Status

        +

        +

        12.               

        Child Record Update Date

        +

        +

         

        1. Custom objects (See “Custom objects” section)

        Explanation:
        1. These permissions for fields are required for correct work of Consensus component

        1. Enable Apex Class Access(for classes shown below in screenshot)
        2. EmailSendController
        3. InvitesComponentController
        4. SearchController
        5. Enabled Visualforce Page Access(for pages shown below in screenshot)
        6. Demo_Account_Page
        7. Demo_Contact_Page
        8. Demo_Lead_Page
        9. Demo_Opportunity_Page
        10. Email_Send_Page
        11. Heatmap_Page

        Convert Leads

        If some role needs to convert Lead than follow these steps.

        1. Go to “General User Permissions” section.
        2. Enable “Convert Leads” option.

        Explanation:
        1. Convert Leads – for converting Lead to Opportunity

        1. Click on “Save” button.

        Custom objects

        Permissions

        cConsensusUserInfo

        Field Name

        Read Access

        Edit Access

         

        For Admin

         

        1.                   

        Admin

        +

        +

         

        2.                   

        Consensus_email

        +

        +

         

        3.                   

        Consensus_User_UUID

        +

        +

         

        4.                   

        Consensus_User_Group_UUID

        +

        +

         

        For user’s profile

         

        1.                   

        Consensus_email

        +

        +

         

        2.                   

        Consensus_User_UUID

        +

        +

         

        3.                   

        Consensus_User_Group_UUID

        +

        +

         

        4.

        Admin

        +

         

         

        5.

        Salesforce email

        +

        +

         

        cDemo

        Field Name

        Read Access

        Edit Access

         

        1.

        Archived

        +

        +

         

        2.

        Created

        +

        +

         

        3.

        Description

        +

        +

         

        4.

        extId

        +

        +

         

        5.

        isActive

        +

        +

         

        6.

        Mode

        +

        +

         

        7.

        Permission UUID            

        +

        +

         

        8.

        Public

        +

        +

         

        9.

        Title

        +

        +

         

        10.

        Type

        +

        +

         

        11.

        UserID

        +

        +

         

        12.

        uuid

        +

        +

         

        13.

        uuidType

        +

        +

         

         

        cFeature

        Field Name

        Read Access

        Edit Access

         

        1.

        ExtId

        +

        +

         

        2.

        Title

        +

        +

         

        3.

        Value

        +

        +

         

         

        cInvitation

        Field Name

        Read Access

        Edit Access

         

        1.

        ChildRecordUpdateDate

        +

        +

         

        2.

        Contact

        +

        +

         

        3.

        Creation Date

        +

        +

         

        4.

        Days Since Last Activity 

        +

        +

         

        5.

        Details_URL

        +

        +

         

        6.

        Email

        +

        +

         

        7.

        ExtId

        +

        +

         

        8.

        Hash

        +

        +

         

        9.

        Heatmap URL   

        +

        +

         

        10.

        Lead

        +

        +

         

        11.

        Mode

        +

        +

         

        12.

        Person

        +

        +

         

        13.

        Primary

        +

        +

         

        14.

        SendDemoHash

        +

        +

         

        15.

        SendDemoUuid

        +

        +

         

        16.

        Shares

        +

        +

         

        17.

        Time Last View 

        +

        +

         

        18.

        Total View Time             

        +

        +

         

        19.

        Type

        +

        +

         

        20.

        UserId

        +

        +

         

        21.

        Uuid

        +

        +

         

        22.

        Views

        +

        +

         

         

         

        cView

        Field Name

        Read Access

        Edit Access

         

        1.

        ChildRecordUpdateDate

        +

        +

         

        2.

        dateView

        +

        +

         

        3.

        Demo

        +

        +

         

        4.

        Duration

        +

        +

         

        5.

        Files

        +

        +

         

        6.

        linkUuid

        +

        +

         

        7.

        Replay

        +

        +

         

        8.

        selectedDemoUuid

        +

        +

         

        9.

        Uuid

        +

        +

         

        10.

        ViewId

        +

        +