In this blog, we will understand how a Salesforce System Admin can provide access to a User(s) to Search Account in Salesforce using Sage fields.
Often it might happen, that a Sales Rep is trying to Search in Salesforce using Sage fields visible in the list. But he/she is unable to perform the function as displayed in the below Image.
This may be due to lack of access rights provided on Objects (or its fields) by Admin for security purpose. If the Sales Rep, is searching an Account in Salesforce using Sage fields, he/she will have to contact System Administrator to grant access rights.
Administrator can follow below steps in order to grant access to User, for allowing search of Account in Salesforce using Sage fields.
- Login to Salesforce.
- Navigate to Setup and Search for “Users” in the Quick find Box. The search will display all the users of Organization with their respective roles and profiles.
- Select the user who is facing difficulty in Searching Accounts using Sage fields (in this example Customer Number).
- On the user record scroll down and look for “Permission Sets” and click on “Edit Assignment”
- Upon clicking “Edit Assignment” button, Admin will be navigated to “Permissions Sets“. Select the Assignment (i.e. “GUMU Integration Access”) and click on Save, as stated in the below image.
Note: Remember to clone the permission sets before assigning to a user. As permission sets are not editable directly.
- Once saved the Assignment, the page will be re-directed to “User Information”. Where Admin can now see the user have the permission set assigned to them.
Additionally, you can refer: Managed Assignment of GUMU on how you can directly assign “Permission Set” and provide access of GUMU™ components.
To allow user to perform operations within Salesforce, “Permission Set” are assigned. Similarly, GUMU™ integration creates a default permission set in Salesforce when the package is installed in the Org.
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