After installing the COACH App in Salesforce or when you add new Coaches that need access to the COACH App, there are specific Permission Sets that each user needs to view and use the COACH App.
In Salesforce, permission sets are specific settings that can be assigned to one or more users so that they can perform specific actions. The COACH App is packaged with a few permission sets that all COACH users will need.
For more information about Permission Sets, click the link to visit the Salesforce Help Center article about them.
Here is a list of the required permission sets that each type of user needs to use the COACH and Twilio App features.
COACH App Permissions:
The CM Permission Set Template and CM Configuration Permission permission sets are included with the COACH app and do not need to be modified. The CM System Permission and CM configuration permission sets need to be created to have full access to the COACH app.
- CM Permission Set Template: Assign to any User that will have COACH app access.
- CM System Permission: Assign to any User that will have COACH app access.
- CM Configuration Permission: Assign to any User will need access to the Change Machine Configuration app to create and edit Tools, Actions, and Trails.
- CM Configuration: Assign to any User will need access to the Change Machine Configuration app to create and edit Tools, Actions, and Trails.
To create the CM System Permission:
- Navigate to Setup.
- Search Permission Sets in the Quick Find box or click on Users and then Permission Sets.
- To the left of the CM Permission Set Template, click Clone to clone it.
- Rename this new permission set "CM System Permission."
- Under the System Permission's section, click the Edit button and check the box for the Permission named "Run Flows."
- Click Save and OK to save these changes.
- Click Manage Assignments to assign this permission set to all users that need to use the COACH App.
To create the CM Configuration permission:
- Navigate to Setup.
- Search Permission Sets in the Quick Find box or click on Users and then Permission Sets.
- To the left of the CM Configuration Permission, click Clone to clone it.
- Rename this new permission set "CM Configuration."
- Under the System Permission's section, click the Edit button and check the box for the Permission named "Modify Metadata Through Metadata API Functions."
- Click Save and OK to save these changes.
- Click Manage Assignments to assign this permission set to System Administrators that will need to make changes in the COACH App.
Twilio App Permissions:
The following permissions sets are included with the Twilio for Salesforce app and do not need to be modified.
- Twilio User: Assign to any User that will send and receive messages.
- Twilio Administrator: Assign to any User that will need access the Twilio app to assign and revoke Twilio phone numbers for Users.