Overview
SimpleImport has three main implementation paths:
- SimpleImport (requires API Enabled) [Premium, Free]
- Managed Import with API Enabled (requires API Enabled)
- Managed Import with Apex Rest Services (requires Apex REST Services but not API Enabled)
Different paths require their own dedicated permissions which need to be assigned to the user/profile in Salesforce to leverage functionality. This article has been broken down to provide you with all the permissions required for your desired approach.
Why use permission sets?
A permission set is a collection of settings and permissions that give users access to various tools and functions. Permission sets extend users’ functional access without changing their profiles. This allows to easily see the what users have access to as you are able to name the permission set.
Create a permission set
- From Setup, enter Permission Sets in the Quick Find box, then select Permission Sets.
- Click New.
- Enter your permission set name.
- Select the types of users for the permission set.
SimpleImport [Premium, Free]
Apex, Visualforce and Custom Settings
The user/profile will need access to all Apex Classes with the prefix:
- pw_si__ [Premium]
- pw_sifree__ [Free]
The user/profile will need access to the following Visualforce Pages:
- pw_si__SimpleImport [Premium]
- pw_sifree__SimpleImport [Free]
The user/profile will need access to the following Custom Setting Definitions:
- SimpleImport Settings [Premium, Free]
- Managed Import Settings [Premium]
Managed Import (with API Enabled or with Apex REST Services) [Premium Only]
Apex, Visualforce and Custom Settings
The user/profile will need access to all Apex Classes with the prefix:
- pw_si__
The user/profile will need access to the following Visualforce Pages:
- pw_si__SessionIdPage
The user/profile will need access to the following Custom Setting Definitions:
- SimpleImport Settings
- Managed Import Settings
License Allocation [Premium, Free]
After deployment to production, a licenses must be allocated to each users.
This can be managed in Setup | Installed Packages | Manage Licenses next to SimpleImport.
API Enabled or Apex REST Services? [Premium Only]
For Managed Import, if there is the option to use the solution with API Enabled, then this is recommended. For some implementations, API Enabled is not preferred, such as community implementations. For these cases, Apex REST Services must be enabled on the profile as the fall back option.
Contact Us
If you have followed this article and are still experiencing issues with configured SimpleImport or Managed Import, reach out to support@provenworks.com where a member of the team will be happy to assist.