Setting up Batch Gift Entry Tool
Permission Sets in Setup
- Ensure that each Salesforce user profile that needs access to the tool includes access to the native Salesforce objects: Contact, Account, Opportunity, Campaign and Opportunity Contact Role, the NPSP objectsPayment,General Accounting UnitandGAU Allocation, and the Batch and Batch Item objects from the Apsona Batch Gift Entry package.
- Users will need full read/write access to all the fields of all of the above objects. They will also need delete access to theGAU Allocationobject and theBatch Itemobject.
- If you do not provide access to theGeneral Accounting UnitandGAU Allocationobjects, your users will not be able to create Allocation records via the batch tool.
Permission Sets | Salesforce
Permission Sets | Salesforce
Permission Sets | Salesforce
Permission Sets | Salesforce
Click on Contacts, then click on edit
Permission Sets | Salesforce
Further Steps
- For each user profile that needs access to the tool, ensure that the corresponding Apsona configuration includes all of the above objects as visible objects.
- Ensure that your organization has a valid license for the Batch tool. You can do this via Setup - Manage licenses in Apsona. Pleasecontact usif you need a license.
- If a user has recently been assigned a license, she needs to click Settings - Clear cache in Apsona so that the license assignment takes effect.
- Do not add the Batch or Batch item objects to Apsona's menu bar. If the above setup steps are correctly carried out, the Batches menu item will appear to the right of the Settings menu.
#2. Valid License for the Batch Tool verification
Package Manager | Salesforce
You can switch licenses, the same way you do in regular Apsona, however each user must have the permission set assigned to them.
Batches Tab appears
We need to get all the permissions set up, and those of us who will be using the tool need to be assigned to the permission set. At the moment, I can't create a batch because we haven't given ourselves the permissions needed.
0 Comments
Add your comment