(2) Permmission Set Assignment

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Prerequisite

The configuration required to start using the Slack component must be done by a user who holds Salesforce system administrator privileges.

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Summary

The SkyVisualEditor LC package includes the following Permmission Set required to use the Slack component

Assign the necessary Permmission Set according to the user.


User Type

Summary

Permmission Set

Scope of reference for Slack authentication information held within the Salesforce organization

Available Slack Component Features

Administrator User

Permission Set for system administrators.

SkyVisualEditorSlack_Administrator

Slack authentication information of all users can be viewed

すべて利用可能

All available

General user

Permission Set for general users.

SkyVisualEditorSlack_User

Only the user's own Slack authentication information can be referenced

すべて利用可能

All available

General user

(Some functions are restricted)

This is a Permission Set for general users, which restricts some functionality when using the Slack component.

SkyVisualEditorSlack_UserViewOnly

Only the user's own Slack authentication information can be referenced

Available except for operations related to tabs (add, change, delete)

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Setup procedure

1. From [Settings], in the [Quick Search] box, type [Permmission Set] and select [Permmission Set].

2. Select the target Permmission Set from the list displayed.

3. Click the [Manage Assignments] button.

    Users to whom a Permmission Set has been assigned, if any, are listed.

4. Click the [Add Assignments] button.

    Users in the Salesforce organization are listed.

5. Check the check box for the user to whom you want to assign the Permmission Set.

6. Press the [Assign] button.

7. Click the [Done] button.

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Precautions

Precautions

(1)

Be sure to use the included Permission Set when using the Slack component.

It is possible to specify individual access rights, but if the settings are incorrect, this may cause problems such as incorrect operation.

(2)

Slack authentication information are stored in a custom object "SlackUserInfo" in the SkyVisualEditor LC package.

If [Grant Access Using Hierarchies] is checked for the custom object "SlackUserInfo" in the Salesforce Organization Sharing Settings, users at the top of the hierarchy will be able to see the Slack authentication information of users at the bottom.

When the SkyVisualEditor LC package is installed, the [Grant Access Using Hierarchies] option is checked, so uncheck it if necessary.


    Reference: Controlling Access Using Hierarchies

        https://help.salesforce.com/s/articleView?id=sf.security_controlling_access_using_hierarchies.htm&type=5


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