Salesforce User Permissions

Prior to setting up your user permissions, you need to determine who will need access to Conversica. Generally, this will include anyone who is going to be following up with leads, and any user that needs access to Conversica lead information.

Next, determine how your organization would like to manage access to Conversica.  Salesforce offers two different ways to manage user settings:

• Profiles
• Permission Sets

Once permissions have been granted and you have configured your page layouts, your users will be able to see the Conversica Visualforce pages and the Conversica Tab in Salesforce. Content will only be visible after the user is also added into the Conversica Dashboard. Please reference Conversica Dashboard Setup in Salesforce: Assistant, Team, Alerts in step 4 of implementation on how to add Salesforce Users to the Conversica Dashboard. 

Profiles

Profiles are set up by your organization to easily manage settings for groups of users. Identify which users need to have access to Conversica. If your organization has not used profiles in the past, and you are not using Permission Sets for the app, you will need to determine what profiles your users belong to:

1. Navigate to Setup | Administration | Users
2. Find the User whose profile you would like to view
3. Click Edit next to the Username
4. In the right-hand column there will be a field that displays what Profile the user belongs to

You will need to repeat the steps listed below for each profile:

1. Navigate to Setup | Users | Profiles
   
   
    
2. Select the profile that you are intending to grant permissions for. For best practice, we recommend you configure permissions for the system admin first. In the image below, the standard User will be selected. Click on the Name of the profile (not edit)
   
   
    
3. Locate and click the Enabled Apex Class Access link | Click Edit | Find all Available Apex Classes that begin with AVA. Move these to Enabled Apex Classes | Click Save
   
   
   These should include:
   • AVA.BatchScheduler
   • AVA.BatchUpload
   • AVA.CronApi
   • AVA.Keyval
   • AVA.LogUploadScheduler
   • AVA.LogUploader
   • AVA.Logger
   • AVA.Utilities
   • AVA.avaApiCallout
   • AVA.avaEmail
   • AVA.avaInstallScript
   • AVA.avaSecurity
   • AVA.avaSettingsGet
   • AVA.avaSettingsUpdate
   • AVA.avaUninstallScript
   • AVA.avaUnistallScriptTest
4. Return to the profile's page. Locate and click the Enabled Visualforce Page Access Link | Click Edit. Find all Available Visualforce Pages that begin with AVA. Move these to Enabled Visualforce Pages | Click Save
     
   These should include:
   • AVA.AVA
   • AVA.Campaign
   • AVA.ContactEventHistory
   • AVA.ContactEventHistoryMobileCard
   • AVA.LeadEventHistory
   • AVA.LeadEventHistoryMobileCard
   • AVA.avaCampaignMemberFieldsContact
   • AVA.avaCampaignMemeberFieldsLead
5. Return to the Profile's page | At the top of the page, click Edit. | Scroll down to Connected App Access and select the Conversica check box
   
     
    
6. Scroll down to Custom Tab Settings and select Default On from the drop down. This makes the Conversica Tab available for users to access
   
     
    
7. Scroll down to Administrative Permissions and ensure API Enabled is selected
   
   
8. Ensure all the Custom Object Permissions are selected for App Logs, Ava Services, JobTracker, and Queue. 
   
   

Permission Sets

Permission Sets are useful if you are looking to grant permissions to group of users separate from Profiles. For example, you have a single profile for your Sales Reps, but a subset of those users need access to Conversica. 

1. Navigate to Setup | Users | Permission Sets
   
   
    
2. You have the option of selecting a current Permissions Set or creating a new Permission Set. If you are already using Permission Sets and have one you can utilize for Conversica permissions follow the steps outlined below. If you would like to create a new Permission Set you may follow the Salesforce tutorial here:https://help.salesforce.com/articleView?id=perm_sets_create.htm&type=0. In this example, we will be using the Permission Set: Conversica Access. Click on the name of your desired Permission Set.
   
   
    
3. Once on the Permission Set overview page click on Assigned Connected Apps | Click Edit
   
   
    
4. Under Installed Connected Apps, find Conversica and add it to the Enabled Connected Apps | Click Save
   
   
    
5. Return to the Permission Set Overview page | Click on Object Settings | Find and Click on Conversica
   
   
    
6. Select both Available and Visible | Click Save
   
   
    
7. Return to the Permission Set Overview page | Click on Apex Class Access | Click Edit | Select all Available Apex Classes that begin with AVA and add them to Enabled Apex Classes | Click Save
   
   
    
   These should include:
   • AVA.BatchScheduler
   • AVA.BatchUpload
   • AVA.CronApi
   • AVA.Keyval
   • AVA.LogUploadScheduler
   • AVA.LogUploader
   • AVA.Logger
   • AVA.Utilities
   • AVA.avaApiCallout
   • AVA.avaEmail
   • AVA.avaInstallScript
   • AVA.avaSecurity
   • AVA.avaSettingsGet
   • AVA.avaSettingsUpdate
   • AVA.avaUninstallScript
   • AVA.avaUnistallScriptTest
8. Return to the Permission Set Overview page | Click on Visualforce Page Access | Click Edit | Select all Available Visualforce Pages that begin with AVA and add them to Enabled Visualforce Pages | Click Save
   
   
    
   These should include:
   • AVA.AVA
   • AVA.Campaign
   • AVA.ContactEventHistory
   • AVA.ContactEventHistoryMobileCard
   • AVA.LeadEventHistory
   • AVA.LeadEventHistoryMobileCard
   • AVA.avaCampaignMemberFieldsContact
   • AVA.avaCampaignMemeberFieldsLead
9. Return to the Permission Set Overview page | Click on System Permissions | Click Edit | Turn on API Enabled | Click Save
   
   
10. Ensure the following Custom Object Permissions are selected as seen below.
11. The last step to completing your Permission Set settings is to ensure you have the correct users added. Please follow this Salesforce tutorial if you are unfamiliar with adding users to Permission Sets: https://help.salesforce.com/articleView?id=perm_sets_mass_assign.htm&type=0