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 needing Objects A, B, and C for offline access, and a different group needs needing Objects X, Y, and Z for offline access. You could achieve this by creating . Admins should configure Pulsar differently for each group of users within their org. Create multiple pulsar.sync.objects settings and assigning assign the appropriate settings to the right set of users. each user group.
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 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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title | 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"
...
title | 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
...
title | Setup |
---|
Below are the steps for Setting Up Sharing Settings for Pulsar
...
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 | |
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For some profiles like System Administrator, we have View All Permissionspermissions for the PulsarSettings Object. Sharing Settingssettings will not work for users with these Profilesprofiles. Panel | |
Example
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