Configuring Permission Sets and/or Standard User Profiles for SFDC v10.x or earlier (*Not Required for v11.x or later*)

How to configure standard permission sets/profiles for SFDC integration with Consensus. Only 10.x or earlier releases.

Note: If you have installed version 11 or later of our SFDC plugin, please disregard this article!

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 or "Assigned Apps" (for permission sets) 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 (within each Object) 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 or "System Permissions" for Permission Sets and disable everything except:

1. 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 or "System Permissions" for Permission Sets 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” or go into each Object under Object Settings (for Permission Sets) and disable everything except:

1. Set “Read, Create, Edit” for the following 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” or "Object Settings" for Permission Sets 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:

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 - Go into each Object (under "Object Settings") and toggle on the following:

1. Account

1. Task

1. Lead

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

Explanation:
1. These permissions for fields are required for correct work of Consensus component. Navigate to "Apex Class Access" for Permission Sets:

1. Enable Apex Class Access(for classes shown below in screenshot)

   

    

2. EmailSendController
3. InvitesComponentController
4. SearchController
5. Navigate to "Visualforce Page Access" for Permission Sets. Enable Visualforce Page Access(for pages shown below in screenshot)

   

    
   1. Demo_Account_Page
   2. Demo_Contact_Page
   3. Demo_Lead_Page
   4. Demo_Opportunity_Page
   5. Email_Send_Page
   6. Heatmap_Page
   7. SSO_Flow_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

Navigate to each custom Object below (under "Object Settings" for Permission Sets) and toggle on the following:

Permissions