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If you installed ADvendio in an already existing Salesforce Org you might use custom profiles already. To use them further on and as it is a long process to give all the permissions needed we created a permission set which could be assigned for each user to ensure unproblematic usage of ADvendioIn order to continue using them and add ADvendio rights assigns the following ADvendio Permission set. You can also use this as a basis to create your own permission sets and strip it off some of it rights.

How to assign the Permission Set

  1. You can find Find the Permission Set in Setup > Users. It is called "ADvendio SuperUser".
  2. Click "Manage Assignments" and then "Add Assignments".
  3. Choose the users user(s) to which would like to assign the Set - Done. That's it!


Info

The following objects with their fields can not be included in our packaged Permission Set:

  • AdServer Advertiser Id,
  • Campaign Contact,
  • Advertiser Agency relation,
  • Assigned Mailing list,
  • Discussed Advertiser,
  • Account AdPrice Assignment &
  • External ID.

If you need to assign permissions for these objects please select them manually in your org.

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