1. ADvendio Trial Profiles

The ADvendio Trial includes three profiles in the package for you to re-use and customize to your needs. 

• ADvendio AdOps

• ADvendio Sales

• ADvendio SuperUser

All of these use Salesforce Platform User Licenses. If you like to use ADvendio and a regular Salesforce User we recommend using a 7.1.3.1 Permission Set - ADvendio Super User.

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2. Install or Update ADvendio

When installing ADvendio directly in an Org, no Profiles will be transported. New rights will only be transported to existing profiles if you 7.1.5 Install ADvendio for

1. all users or

2. sets ADvendio rights for all custom profiles and Admin.

2.1 Install for All Users

Specifies the following settings on all internal custom profiles.

• Object permissions—“Read,” “Create,” “Edit,” and “Delete” enabled

• Field-level security—set to visible and editable for all fields

• Apex classes—enabled

• Visualforce pages—enabled

• App settings—enabled

• Tab settings—determined by the package creator

• Page layout settings—determined by the package creator

• Record Type settings—determined by the package creator

The Customer Portal User, Customer Portal Manager, High Volume Customer Portal, Authenticated Website, Partner User, and standard profiles receive no access.

2.2 Install for Specific Profiles

Enables you to choose the usage access for all custom profiles in your organization. You can set each profile to have full access or no access to the new package and all its components.

• Full Access—Specifies the following settings for each profile.

• Object permissions—“Read,” “Create,” “Edit,” “Delete,” “View All,” and “Modify All” enabled

• Field-level security—set to visible and editable for all fields

• Apex classes—enabled

• Visualforce pages—enabled

• App settings—enabled

• Tab settings—determined by the package creator

• Page layout settings—determined by the package creator

• Record Type settings—determined by the package creator

• No Access—Specifies the same settings as Full Access, except all object permissions are disabled.

2.3 Recommended Best Practices for existing customers with custom profiles

If you want to update your ADvendio installation to the current version and are using custom profiles with different permissions levels for ADvendio Objects (e.g. Sales profiles without access to Invoices and invoice Items), we recommend the following best practices:

1. During installation select: Install for Specific Profiles

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2. Select "No Access" for your custom profiles

3. After installation, your custom profiles won't have ADvendio Objects, Fields & Record Types added with the update (previously existing permissions won't be changed). Check for the latest Change Log to find an overview of each field, object, record type and picklist value added with each new version. You can then configure these rights according to the needs of your custom profiles. 

Additional details are available from Salesforce at the following links:

Installing AppExchange Solution

Permission Sets and Profile Settings in Packages