Requisitos de las arquitecturas LVoD

We’ve created two profiles for our easy-to-define job functions. Now we need to grant additional access for functions that may not be specific to any given job title.

1. From Setup, enter Permission Sets in the Quick Find box, then select Permission Sets.

2. On the Permission Sets page, click New.

3. In the Label field, enter Hiring Manager.

4. The ^{API Name} field is defaulted to Hiring_Manager. Let’s leave it as is.

When you assign permission sets to a user, you can only assign permission sets that have the same user license as the user or permission sets with no associated license. You can’t change the license later, so it’s important to choose the correct user license when you create a permission set.

5. In the User License field, select ^Salesforce. 6. Click Save.

Permission Set Overview Page

We’ve taken the initial step of creating a permission set. While you can clone permission sets, you can also create one completely from scratch, and that’s what we did when we created this one. At the moment, this permission set has no enabled settings or permissions—it’s a blank slate. So let’s enable some permissions and settings. Since this permission set is for hiring managers, we’ll start by making the Recruiting app visible.

7. Click Assigned Apps.

8. In the Assigned Apps page, click Edit.

9. Under Available Apps, select ^Recruiting and click Add to add it to the Enabled Apps list.

Assigning the Recruiting App in the Hiring Manager Permission Set

10. Click Save.

Next we want to enable tab settings and permissions for our custom objects. Where are those enabled and how do we get there? In permission sets, you have a few easy ways to move from one page to another.

Let’s take a look.

11. Next to Assigned Apps, click the down arrow to open the navigation menu, and select ^Object Settings.

Permission Set Navigation Menu

The Object Settings page shows an overview for all objects and tabs in your organization. It includes a summary of tab settings, object permissions, and field permissions for every object and tab. Let’s drill down to the Positions object.

12. In the list of objects, click Positions.

13. On the Positions page, click Edit.

You may notice that tab settings labels in permission sets are different from the labels in profiles. They are configured a bit differently, but you’ll get the same results.

Table 28: Comparing Tab Settings in Permission Sets and Profiles Description Enabled Setting in Profiles

Enabled Settings in Permission Sets

The tab is available on the All Tabs page. Individual users can Default Off

Available

customize their display to make the tab visible in any app.

The tab is available on the All Tabs page and appears in the visible Default On

Available and ^Visible

tabs for its associated app.

Individual users can customize their display to hide the tab or make it visible in other apps.

The tab isn’t available on the All Tabs page or visible in any apps.

Tab Hidden None

14. Under Tab Settings, select Available and Visible.

15. Under Object Permissions, enable Read, Create, and Edit.

Now we’ll grant access to the fields in position records. We’ll learn lots more about field permissions in Introducing Field-Level Security on page 166, but for now, we’ll enable the field permissions we need.

16. Under Field Permissions, enable the Edit checkboxes for all the fields.

Tip: When you enable Edit for a field, Read is automatically enabled as well.

You’ll probably notice that you can’t change the settings for some of the fields. These fields have preset access because they are required or their data is automatically calculated. For example, because Days Open is a formula field, it’s never editable, but you should make it readable.

17. Enable Read for Days Open.

18. Click Save.

Now we need to specify access for our remaining objects. As we saw previously, you can use the navigation menu to quickly jump from one page to another. On the Positions page, notice that there are now two

down arrows: one next to Object Settings, and another one next to Positions. Whenever you’re in a specific object page, this second navigation menu is available. Click the second down arrow and you’ll see all of the objects and tabs in your organization.

Object Navigation Menu

But that’s not the only way to jump around in a permission set. Another option is the Find Settings...

box, which is available on every page in a permission set. Here you can enter three or more consecutive letters of an object, setting, or permission name, then select the item you want from the list that appears.

Let’s try it.

19. Click in the Find Settings... box and type job.

There are two objects with the string “job” and they both appear in the list.

20. Select Job Applications.

Using the Find Settings Box

Now that we know how to move around easily in a permission set, go ahead and add the rest of the

Table 29: Tab Settings and Object Permissions for Hiring Managers

Field Permissions Object Permissions

Tab Settings Object Name

Job Applications • Available • Read • Read on all

• Visible • • Edit on Cover Letter

and Status Edit

Candidates • Available • Read • No access on SSN

• Visible • Read on all others

Great! We’ve created our first permission set and added the settings we need for hiring managers. Now we’ll create another permission set for a different job function, interviewing candidates.