Permissions Missing for Partners
System Permissions
System
Permission Name | Partners Have it | OK for Partners to not Have | Description |
---|---|---|---|
Access any Salesforce.com API. | |||
Access Salesforce.com only through a Salesforce.com API. | |||
Assign existing topics to feed items. Remove topics from feed items. | |||
Create Apex classes and triggers. | |||
Delete records in the Bulk API without storing them in the Recycle Bin. | |||
Use all Chatter features. | |||
Allows a user to connect this organization to an Environment Hub. | |||
Create, edit, and delete dashboards in personal folders. | |||
Create list views; modify and delete own list views. | |||
Create, edit, and delete reports in personal folders. | |||
Create and own new Chatter groups. | |||
Create communities, manage community-wide settings, membership, login and registration, branding, and associated Site.com site. | |||
Share a Chatter file with anyone by creating a file link and sending it via email or IM. | |||
Create, edit, and upload outbound change sets. | |||
Create packages that can be distributed through AppExchange. | |||
Create dashboard folders and manage these folders if sharing rights allow. | |||
Create report folders and manage these folders if sharing rights allow. | |||
Create new topics by assigning them to feed items. | |||
Customize the organization using App Setup menu options. | |||
Delete topics and remove all corresponding topic assignments from feed items. | |||
Deploy inbound change sets. | |||
Install or uninstall AppExchange packages as system administrators. | |||
Create, edit, and delete dashboards through the drag-and-drop dashboard builder interface. | |||
Create, edit, and delete events. | |||
Create, edit, and delete HTML email templates. | |||
Edit, move, save, and delete user's own dashboards in shared folders. | |||
Edit, move, save, and delete user's own reports in shared folders. | |||
Edit fields that are read only due to page layouts or field-level security. | |||
Create, edit, and delete tasks. | |||
Edit topic names and descriptions. | |||
Provides an option to use email to confirm identity, even if the user has a verified phone number. | |||
Use Export Details and Printable View to export reports. | |||
Set the author or creation date for a Chatter post or comment. | |||
Invite Customers To Chatter | |||
Create, edit, and delete analytic snapshots. | |||
Create and edit Auth. Providers | |||
Access all users' messages sent in Chatter. | |||
Access Community Management to view community dashboards and set up Reputation point system and levels. | |||
Manage, create, edit, and delete connected applications. | |||
Create, edit, and delete custom report types. | |||
Create, edit, delete dashboards, and manage their sharing in all public folders. | |||
Create, edit, and delete data categories. | |||
Monitor or abort Bulk API jobs. | |||
Create, edit, and delete dynamic dashboards. | |||
Create, edit, and delete Outlook configurations for Salesforce for Outlook. | |||
Create and edit Force.com Flows. | |||
Create, edit, and delete letterheads for HTML emails. | |||
Access Salesforce Classic features. | |||
Manage package licenses in subscriber organizations. | |||
Create, edit, and delete folders for public documents. | |||
Create, edit, and delete public list views. | |||
Create, edit, and delete text emails, mail merge templates, and folders for public email templates. | |||
Create, edit, delete reports, and manage their sharing in all public folders. | |||
Edit multiple records simultaneously from a list with inline editing. | |||
Send mass emails to contacts and leads. | |||
Deactivate Chatter Free users, assign moderator privileges to Chatter Free users, and remove posts. | |||
Moderate Chatter Feeds in communities | |||
Moderate Chatter Files in communities | |||
Create, edit, and delete all organization data, regardless of sharing settings. | |||
Prevent the user's password from expiring. | |||
Create, edit, and delete reports through the drag and drop report builder interface. | |||
Reserved for future use. | |||
Run flows. | |||
Run reports and dashboards. | |||
Schedule when dashboards refresh, and send email notifications that include refreshed dashboards in HTML format. | |||
Run reports in the background, and export results as a CSV or Excel file on completion. | |||
Send email to a single contact or lead. | |||
Send outbound messages to an external Web service API. | |||
Display a custom sidebar on all pages in Salesforce.com. | |||
( in some circumstances. It does restrict the ability to do a lot of business processes based on record visibility) | Change the owner of most records. | ||
Require users to enter a time-based token instead of the emailed security token in the API. | |||
Require users to enter a time-based token during login. | |||
Upload packages to AppExchange for distribution. | |||
Gives the user access to Identity features such as App Launcher. | |||
View all organizational data, regardless of sharing settings. | |||
View and access dashboards in public folders, which does not include others’ personal folders. | |||
View the Data Categories page. | |||
View the value of encrypted fields in plain text. | |||
View the global header to switch between apps and communities and access personal setup and customization options. | |||
Allow user to view help link. | |||
View dashboards owned by people under them in the role hierarchy. | |||
View and access reports in public folders, which does not include others’ personal folders. | |||
View the App Setup and Administrative Settings pages. | |||
Run the weekly data export service. |
Users
Permission Name | Partners Have it | OK for Partners to not Have | Description |
---|---|---|---|
Assign permission sets to users. | |||
Create and edit internal users. | |||
Create, edit, and delete trusted IP ranges. | |||
Specify the login access policies that apply to administrators and support organizations. | |||
Set password restrictions and login lockout policies for all users. | |||
Create, edit, and delete profiles and permission sets. | |||
Create, edit, and delete roles. | |||
Manage sharing configurations, including organization-wide defaults. | |||
Create, edit, and deactivate users, and manage security settings, including profiles and roles. | |||
Unlock users whose accounts are locked, and reset user passwords. | |||
(They have this in Sharing Settings) | View all users, regardless of sharing settings. |
App Permissions
Call Center
Permission Name | Description | ||
---|---|---|---|
Edit their own case comments but not other user's comments. | |||
Import solutions for the organization. | |||
Create, edit, and delete business holidays. | |||
Create, import, edit, and delete a call center configuration. | |||
Administer case settings, including Email-to-Case and mass transfer of cases. | |||
Define and modify solution categories settings. | |||
Create, edit, and delete publicly accessible solutions. | |||
Change a case's owner. |
Content
Permission Name | Description | ||
---|---|---|---|
Create Salesforce CRM Content libraries. | |||
Enables non-Content users to create content deliveries, and enables Salesforce CRM Content users to create content deliveries using documents in their personal library. | |||
Create, edit, and delete library permissions in Salesforce CRM Content. | |||
Create, edit, and delete custom fields in Salesforce CRM Content. | |||
Create, edit, and delete content types in Salesforce CRM Content.. | |||
Create, edit, and delete libraries and library memberships. | |||
View Content in Portals | View Salesforce CRM Content from a portal. |
Partner Relationship Management
Permission Name | Description | ||
---|---|---|---|
Restrict what IP addresses can access in the PRM Portal. | |||
Create partner accounts and partner users. | |||
Delegated External User Administration | Manage portal users who belong to the same portal account. |
Sales
Permission Name | Description | ||
---|---|---|---|
Change contract status to Activated. | |||
Approve or reject a contract from a related list. | |||
Convert leads into accounts, contacts, and opportunities. | |||
Delete contracts, regardless of their status. | |||
Change the sales price on opportunity line items. | |||
Import leads and update campaign history. | |||
Import personal accounts and contacts. | |||
Change the status of multiple leads in a list view. | |||
Send Stay-in-Touch update emails. | |||
Change a lead's owner. | |||
Mass reassign account team and opportunity team members. |