Assign Users to the Cuneiform for CRM: Administrator's Permission Set Group
- Nickolette De Clerck
- Abraham Lloyd
Admin access to your Salesforce org is required to complete this guide.
Please note that only users with Admin access and permissions to manage permission sets should perform this activity. Please verify your access with your Salesforce Admin.
APPLIES TO | CUNEIFORM FOR CRM FIELD AND DATA MANAGEMENT
Assigning Users to the Cuneiform for CRM: Administrator's Permission Set Group
With the permission set group created and Cuneiform® for CRM Admin permission sets assigned, we can now assign individual users to the Cuneiform for CRM: Administrators permission set group to make them application Admins.
Use this permission-set to enable Cuneiform for CRM: Administrator access to org users.
Self-Guided Workflow
Detailed Instructions
With the permission set group created and Cuneiform® for CRM Admin permission sets assigned, we can now assign individual users to the Cuneiform for CRM: Administrators permission set group to make them application Admins.
Expand the section below to view the detailed configuration instructions.
Assign Users to the Cuneiform for CRM: Administrator's Permission Set Group
From the Setup homepage, type
Permission Set Groupsin the Quick Find search box to filter the left navigation.Click Permission Set Groups in the filtered list.
Click Cuneiform_for_CRM_Administrators from the list of recently viewed permission set groups.
Click Manage Assignments.
Click Add Assignment.
Check the box(es) next to each user you want assigned to the permission set group.
Click Next.
By default, users assigned to permission set groups have no expiration. If you would like to add an expiration for this user's assignment to the permission set group, click Specify the expiration date and select one of the expiration options below.
Click Assign.
Click Done.
Nice work! You’re now ready to Create the Cuneiform for CRM: Connected App. We use a Connected App to securely access Salesforce APIs. Use this guidance to create the Connected App in your Salesforce org.
Create the Connected App to Securely Access Salesforce APIs
TEN MINUTEs
Cuneiform for CRM leverages a connected app to securely profile Salesforce orgs. Salesforce org Admins must create the connected app – as independent software vendors (ISVs) cannot package this feature. In this section, you’ll create the connected app, configure its OAuth policies, and configure which profiles and permission sets can access it.