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Permissions Missing for Partners
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. | ||
![]() ![]() | 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. |