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Introduction

Sometimes complex business requirements lead admins to want to have Pulsar configured differently for different roles/groups of users within their org. As an example, a particular group of users needs Objects A, B, and C for offline access and a different group needs X, Y, and Z for offline access. You could achieve this by creating multiple pulsar.sync.objects settings and assigning the appropriate settings to the right set of users. 

Set up Sharing settings for the PulsarSetting object in your Org. You may already have used this functionality for other similar use cases. You can find sharing settings setup for Pulsar Settings under: 

Setup >> Security Controls >> Sharing Settings >> Manage Sharing Settings for "PulsarSetting"

Priority Value on PulsarSetting

You can assign a Priority value on every Pulsar Setting record based on the business requirement.

  • Add Priority = 100 for all Pulsar Settings used by all Roles/Groups
  • Add Priority = 101 for Pulsar Settings for specific Roles/Groups
  • Add Priority = 102 for Pulsar Settings for a different set of Roles/Groups


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Setup

Below are the steps for Setting Up Sharing Settings for Pulsar

  • "Edit", Organization-Wide Defaults
    • Update Default Internal Access to "Private"
    • Update Default External Access to "Private"
    • "Select", Grant Access using Hierarchies

  • Create New PulsarSettings Sharing Rules using PulsarSetting Priority Values
    • Provide the Rule Name
    • Select "Based On Criteria"
    • Update Filter Logic Based on Business Requirements
    • Assign the Rule to Specific Roles/Groups
    • Keep the access Level as "Read Only"

Example

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titleIntroduction

Sometimes complex business requirements lead admins to want to have Pulsar configured differently for different roles/groups of users within their org. As an example, a particular group of users needs Objects A, B, and C for offline access and a different group needs X, Y, and Z for offline access. You could achieve this by creating multiple pulsar.sync.objects settings and assigning the appropriate settings to the right set of users. 

Set up Sharing settings for the PulsarSetting object in your Org. You may already have used this functionality for other similar use cases. You can find sharing settings setup for Pulsar Settings under: 

Setup >> Security Controls >> Sharing Settings >> Manage Sharing Settings for "PulsarSetting"



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titlePriority Value on PulsarSetting

You can assign a Priority value on every Pulsar Setting record based on the business requirement.

  •  Add Priority = 100 for all Pulsar Settings used by all Roles/Groups
  •  Add Priority = 101 for Pulsar Settings for specific Roles/Groups
  •  Add Priority = 102 for Pulsar Settings for a different set of Roles/Groups

Image Removed



Panel
titleSetup

Below are the steps for Setting Up Sharing Settings for Pulsar

  •  "Edit", Organization-Wide Defaults
    •  Update Default Internal Access to "Private"
    •  Update Default External Access to "Private"
    •  "Select", Grant Access using Hierarchies

  •  Create New PulsarSettings Sharing Rules using PulsarSetting Priority Values
    •  Provide the Rule Name
    •  Select "Based On Criteria"
    •  Update Filter Logic Based on Business Requirements
    •  Assign the Rule to Specific Roles/Groups
    •  Keep the access Level as "Read Only"

Note

For some Profiles like System Administrator, we have View All Permissions for the PulsarSettings Object. Sharing Settings will not work for users with these Profiles.



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titleExample




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