Manage User Permissions – SMS-Magic Converse Quick Start Guide https://www.sms-magic.com/docs/sf-quickstart Thu, 16 Jan 2020 12:31:04 +0000 en-US hourly 1 https://wordpress.org/?v=5.5.11 Assign a Permission Set https://www.sms-magic.com/docs/sf-quickstart/knowledge-base/assign-a-permission-set/ Wed, 09 Oct 2019 11:56:49 +0000 https://www.sms-magic.com/docs/salesforce-quickstart/?post_type=lsvr_kba&p=482 The Permission Sets are preset by SMS-Magic while the Custom Permissions are customized permissions based on the requirements of the user’s organization.

Assign these permission set to users to provide access to SMS-Magic Objects.

Available Permission Sets:

SMS Converse Conversation User: Provides permissions for objects and fields to users required to send messages using SMS-Magic converse.

SMS Converse Template Author: Provides permissions for objects and fields to users required to edit and create SMS-Templates using SMS-Magic Converse.

SMS Converse Permission Set: Superset of the above-mentioned Permission Sets. Provides permissions for all the objects and fields to use SMS-Magic Converse, Recommended for Admin Users.

To manage permission set assignments to users, follow the instructions at Manage Permission Set Assignments.

]]> Assign Custom Permissions https://www.sms-magic.com/docs/sf-quickstart/knowledge-base/assign-custom-permissions/ Wed, 09 Oct 2019 11:57:49 +0000 https://www.sms-magic.com/docs/salesforce-quickstart/?post_type=lsvr_kba&p=484 You can assign custom permission to profiles of your Salesforce Org to control access of features of SMS-Magic Objects. For more information about custom permissions and how to create, edit, and remove permission sets, see Custom Permissions.

The following are key use business use cases that would help you to get started on user permissions.

Use-casesSalesforce Permissions (MOC) Permission Sets (Users)Custom Permission (Profiles) 
Conversation User: Ben is a sales agent and wants to interact with an Opportunity through SMS on SMS Magic Converse App with pre-defined templates Read Access to Opportunity — Object-defined through MOC SMS Converse Conversation UserAllowToUseSMSInsight, AllowToSendMMS, AllowToChangeConversationOwner, AllowToTakeActionOnConversation, 
Campaign User:Seema is a marketing associate and she wants to run recurring campaigns Read Access to Campaign Object-defined through MOCSMS Converse Conversation User
AllowToSendBulkMessage, AllowToSendCampaignMessage, AllowToSendListViewMessage, AllowToSendMMS, AllowToScheduleMessage, AllowToScheduleRecurringMessage, 
Automation User: Shelly wants to run promotional offer notifications on SMS for its customersRead Access to Contacts Object-defined through MOCSMS Converse Conversation UserAllowToUseSMSInsight, AllowToSendMMS 
Admin User: Rony is salesforce consultant to the Org and he handles all configuration and needed to setup custom templates for sales, marketing, etc. 
SMS Converse Template AuthorAllowToEditSMSSettings
Conversation User: Morgan is the boss of Jen and he interacts with healthy prospects with opportunity value > $10kRead Access to Opportunity defined through MOCSMS Converse Conversation UserAllowToUseSMSInsight, AllowToSendMMS, AllowToChangeConversationOwner, AllowToTakeActionOnConversation, AllowToChangeTemplateSelection, AllowToChangeOptout 
Admin User: Rony is tasked to assign 4 sender ID to Sales team, 4 to service team, 2 to marketing team and restrict its usage to these teams
SMS Converse Permission SetAllowToEditSMSSettings
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