Post Installation Steps
Post Installation, the Salesforce Admin must ensure the following after installation steps for users to Setup and access AGrid features.
Assign AGrid Permission Sets
Before users can access AGrid features, Salesforce Admins must assign the appropriate permission sets.
Assign to Users
In the following steps, we'll assign the necessary permission sets to grant users access to AGrid features.
From Setup, in the Quick Find box, enter Permission Sets, and then select Permission Sets.
Select an AGrid permission set based on the user role.
In the permission set toolbar, click Manage Assignments.
Click Manage Assignments and then Add Assignments.
Select the checkboxes next to the names of the users you want assigned to the permission set and click Next.
Optionally, select an expiration date for the user assignment to expire. Click Assign.
Assign via Permission Set Groups
Alternatively, you can streamline permissions by adding AGrid permissions to existing or new Permission Set Groups.
From Setup, in the Quick Find box, enter Permission Set Groups, then select Permission Set Groups.
Click New Permission Set Group.
Enter a label and description for the permission set group and save your work.
Click Add Permission Set. On the Add Permission Sets detail page, select the permission sets that you want to add to the group, and click Add.
Once done, Click Manage Assignments and then Add Assignments.
Select each user to whom you want to assign the group, and then click Next.
Optionally, select an expiration date for the user assignment to expire.
Click Assign.
Permission Sets based on Role
User Role | Permission Set Name | Description |
AGrid Admins | AGrid Admin Access | Grants management abilities for AGrid setups and usage on any lightning pages. |
Internal Users |
AGrid End User Access | Provides full access to AGrid on any lightning pages. |
Community Users | Provides full access to AGrid on Community pages. | |
Unauthenticated Guest User | AGrid End User Read-Only Access | Allows viewing AGrid List views without additional access to features. |
Update Sharing settings
To ensure appropriate access to AGrid for Internal, Community and Guest Users, follow these steps:
From Setup, in the Quick Find box, enter Sharing Settings, and then select Sharing Settings.
From the Manage sharing settings for dropdown list, select All Objects to view sharing settings for all objects in the organization, or select a single object.
Configure the settings as shown in the table below.
Feature | Object | Default Internal Access | Default External Access | Grant Access using Hierarchies |
AGrid List View | Configuration | Public Read/Write | Public Read/Write | Enabled
|
Parameter | Public Read/Write | Public Read Only | Enabled
| |
AGrid Configuration Groups | Configuration | Public Read/Write | Public Read/Write | Enabled
|
Configuration Group | Public Read/Write | Public Read/Write | Enabled
| |
Parameter | Public Read/Write | Public Read Only | Enabled
| |
Sharing Preferences | Configuration Sharing | Private | Private | Disabled |