Deploying Functional Permissions

To deploy functional permissions in your org:

  1. Create permission sets with the correct standard Salesforce object access. For more information, see Salesforce Object Permissions Required for Permission Checks.
  2. [Optional] Customize any permission set groups as required. For more information, see Customizing Permission Set Groups.
  3. Assign the required permission set groups to each Accounting user.
  4. Assign the required standard Salesforce object access permission set described in step 1. to each Accounting user. For more information, see Salesforce Object Permissions Required for Permission Checks.
  5. Deselect “Disable Permission Checks” in the Accounting Permission Settings custom setting.
  6. Conduct user acceptance testing and review any permission error logs. For more information, see User Acceptance Testing and Permission Error Logs.
  7. Customize any permission set groups as needed.
  8. Repeat steps 5 and 6 as required.
Note:

For tips and best practices when deploying permission sets and permission set groups, see Managing Future Updates to Permission Sets and Permission Set Groups.

User Acceptance Testing

Once you have reviewed the Certinia permission set groups and amended them as required for the roles in your organization, we recommend that you test them to confirm that they work as expected.

We suggest the following steps as a guideline:

  1. Activate the Permission Error Logging feature. We recommend that you perform this task as an administrator, in a Sandbox org. This helps to identify any missing permissions if your user acceptance testing fails. For more information, see Permission Error Logs.
  2. Assign the correct permission set groups to the user who will be carrying out the tests.
  3. Ask the user to work through the features and objects required for their role.
  4. Once the testing of an area has been completed, review the errors created in the permissions error log, and add the required permissions to the user.
  5. [Optional] Edit user access to data or other assets by removing permission sets or adding assets to the muting permission set that is assigned to the permission set group. For more information, see Using Muting Permission Sets.