Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

Section


Panel
titleIntroduction

Sometimes the business requirement is there are complex business requirements lead admins wanting to have different Pulsar behaviour to be configured differently for different roles/groups of users within their org. As an example, we need to show different default values for the same fields for the same objects based on different roles/groups. In Order to Achieve this functionality, we need to set a particular group of users need 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. 

You can do this by setting up Sharing settings for the PulsarSetting object for the Org. The path for the same is as follows:in your Org. You may already have used this functionality for other similar use cases. You can find sharing settings setup for Pulsar Settings that under: 

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



Panel
titlePriority Value on PulsarSetting

We need to add Priority Value on Every Pulsar Settings based on the business requirement.

  •  Add Priority = 100 for all Pulsar Settings used by all Roles/Groups
  •  Add Priority = 101 for Pulsar Settings specific Roles/Groups
  •  Add Priority = 102 for Pulsar Settings specific Roles/Groups
Tip
iconfalse

You can create a separate set of Pulsar Settings as per the requirements and then use Sharing Settings to implement role-based access.




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.



Panel
titleExample




...