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Status Future consideration
Categories Salesforce
Created by Angus Davis
Created on Sep 21, 2015

Salesforce integration without permission set

Currently, the Salesforce / integration requires using a permission set. A System Administrator must assign individual users in Salesforce to this permission set, in order for them to use the ideas portal. That's a fine approach, but difficult to maintain as we add new Salesforce users. It would be preferable if your integration instructions included an option to give the appropriate permissions to certain profiles and/or user roles so that we would not need to assign new users to the permission set every time we add a new Salesforce user. 

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  • Eliza Crawford
    Mar 12, 2019

    Yes!  Assigning this permission set to over 500 users in Salesforce is a pain.  I would love to be able to make this a profile setting instead.