Page Layouts and Profiles
StoreConnect follows the same visibility rules as Salesforce and so allows you to configure your visibility and security just how you would with any Salesforce objects and fields. This also means you could give users access to StoreConnect page layouts by editing Page Layout Assignments on each object. If you don’t want to use the out-of-the box page layouts, you can add StoreConnect fields and related lists to your existing page layouts.
Once you have the needed fields on your page layouts and those page layouts are assigned to the correct profiles, you will also need to ensure your users have the correct permissions needed to view and edit those fields. This can be done by adding access to the needed fields to the relevant profiles or assigning permission sets to the relevant users.
StoreConnect comes with four permission sets that you can use or clone and modify. The permission sets don’t include access to Standard objects like Products and Orders so you may need to add these if you users don’t already have access to those.
Out-of-the-Box Permission Sets:
StoreConnect Content Manager
Gives users access to all CMS objects like Pages, Articles, Content Blocks etc. and also the Membership object.
StoreConnect Order Manager
Gives users access to objects like Payments, Shipments, Discounts, Stock Transfers and read access to many related objects.
Gives users access to all of the above objects plus all StoreConnect configuration objects, including fields and objects related to the Products object.
StoreConnect Sync User
This Permission set is only added to the user that the StoreConnect app uses to sync with Salesforce.
If your users do not already have access to the standard objects used by StoreConnect, you will also need to assign them the permissions they need for those objects.
Helpful Resources to help with Page layouts, Profiles and Permission Sets
Customize Record Details with Page Layouts
- Create and manage page layouts.
- Use the page layout editor.
- Assign a page layout to a profile.
- Explain how the page layout editor drives record detail content in Lightning Experience.
Control Access to Objects
- View existing profiles and create new ones.
- Modify access to objects using profiles.
- View all assigned users in a profile.
- Create new permission sets.
- Assign permission sets to single and multiple users.
Control Access to Fields
View and edit field-level security settings.
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