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Configuring permission sets

Configure who can access the Goody for Salesforce app

Christina avatar
Written by Christina
Updated over 2 years ago

Goody for Salesforce – Navigation

Three permission sets are included with the Goody package. The Goody Setup User, Goody API User, and Goody User.

Goody Setup User

The Goody Setup User must be assigned to the user that will be responsible for installing and configuring the Goody Application. Typically a Salesforce Administrator, but can be any user.

Goody API User

The Goody API User permission set must be assigned to users who will be executing the API, if you log in as the admin and go to manage the connected app, you can change the user who executes the connected app, and you would assign the Goody API User permission set to that user.

  • Click Edit

  • Select the user who you want to execute the connected app by clicking the magnifying glass next to Run As

  • Then assign the Goody API User permission set to that user

Goody User

The Goody User will need to be assigned to any user that will be interacting with the Goody Gifts component. Typically a salesperson that works in the Contact, Lead, and Opportunity objects. They will interact with the Goody application by navigating to those objects' record pages and sending gifts to the people those records represent.

  • In Setup search for Permission Sets

  • Drill into Goody User

  • Click Manage Assignments

  • Click Add Assignments

  • Assign to Users

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