To assign licences and the correct permission to users, there are 3 steps to follow:
Assign a Frisbii licence (Admin, Finance, Sales or Read-only) to each user, in Installed packages
Tick the right box on the User management control page
Assign the correct permission sets (read Give permission sets to Frisbii users and follow the procedures)
Assigning Licenses to users
First you have to assign a licence to every Frisbii user, regardless of the type of licence they should have.
Steps
This is how Linda will attribute Frisbii licenses to the Cloud Kicks users so they can use the Frisbii app:
From Setup, enter Packages in the Quick Find box
Click on Installed Packages
Then click on Manage Licenses next to the package Name Frisbii.
4. Click on Add users.
Beware! Adding a Frisbii user does consume a Frisbii license.
5. Select a user to whom you would like to attribute a license.
6. Click on Add All Users
7. Here you are! All the licenses are attributed for Cloud Kicks.
Once the licences are assigned, follow the next procedures to check the boxes.
Checkboxes for user
In Setup > Users > Page, you will find 7 checkboxes on the user panel :
For the new setups : these boxes help the setup up of licenses and authorization sets for Frisbii users.
For updated Salesforce organizations : You have to check those boxes, in order for Frisbii users to continue using the application.
Impact of these checkboxes
In addition to configuring Frisbii user rights, these boxes also meet the increased security level expected by Salesforce. Security checks and controls are put in place to ensure that the user has the right license to perform their usual tasks in Frisbii.
Attention: your test classes must generate test users with a checkbox if it concerns Frisbii. So, if you have specific developments on your Salesforce environment, the test classes associated with them will certainly need to be updated.
Setting up those boxes on the user object
If you update your Frisbii version to take advantage of the new features of the Spring '20 release, you need to set up these new checkboxes on the page layout of the User object.
Steps
1. Go to dans Setup > Object Manager.
2. Type User in the search bar.
3. Click on the Salesforce object User.
4. Click on User Page Layouts in the navigation.
5. Then click on User Layout.
6. Create a new section and name it Frisbii.
7. Drag and drop the fields in this section:
User Admin Frisbii
Finance User Frisbii
Sales User Frisbii
Manager User Frisbii
API User Frisbii
Community Read User Frisbii
Community R/W User Frisbii
8. Save
Linda set up the section and all the checkboxes on the Salesforce User object page layout.
Edit the boxes on the users panel
Now that Linda understands the usefulness and impact of these checkboxes, she sets them up for every user who would like to run tests in the sandbox. Once the production org is updated, she will also check these boxes for all Sofacto users.
Steps
1. Go to Setup.
2. Then search for User in the search bar and click on Users.
3. Click on Edit.
4. Check the box according to the Frisbii permission set/use assigned to the user.
Mass update of licence types for users
Please follow these steps:
Go to setup, select Developer Console:
Click in the Query Editor tab. "Do not check the Use Tooling API box..
Copy and paste the code:
To see all your users:
Select name, Alias, sofactoapp__isSofactoAdmin__c, sofactoapp__IsSofactoAPI__c, sofactoapp__isSofactoCommunityR__c, sofactoapp__isSofactoCommunityRW__c, sofactoapp__isSofactoFinance__c, sofactoapp__isSofactoSales__c, sofactoapp__isSofactoManager__c from user
To see only users who already have a set of Sofacto authorizations but do not allow modification via the developer console:
SELECT Assignee.Name, Assignee.Profile.name, PermissionSet.Name, AssigneeId, Assignee.sofactoapp__isSofactoAdmin__c, Assignee.sofactoapp__isSofactoFinance__c, Assignee.sofactoapp__isSofactoSales__c
FROM PermissionSetAssignment
WHERE PermissionSet.NamespacePrefix = 'sofactoapp'
order by Assignee.Profile.Name ASC, Assignee.Name Asc
Pour voir uniquement les utilisateurs ayant déjà un ensemble d'autorisation Sofacto et pouvant utiliser la modification via la developer console mais sans le détail de l'ensemble d'autorisation :
Select name, Alias, sofactoapp__isSofactoAdmin__c, sofactoapp__isSofactoFinance__c, sofactoapp__isSofactoSales__c from user where ID in (
SELECT AssigneeId
FROM PermissionSetAssignment
WHERE PermissionSet.NamespacePrefix = 'sofactoapp')
order by Name
Run the query.
Double-click directly on the table to assign the boxes to the users "change from FALSE to TRUE".
Click Save Rows.
That's one thing done!
Linda can now continue her testing in the Sandbox. She knows what needs to be put in place when this new version goes live.