GovWin IQ - Permission Set

TechnoMile's GovWin IQ Connector requires a Permission Set to be created locally after package installation, this is due to a known Salesforce limitation preventing permission sets involving Objects that have a Master-Detail relationship with a standard Salesforce Object. In this case all Objects involved in the GovWin Connector have a Master-Detail Relationship with the Opportunity object.

Create Permission Set

1. Go to Setup > Permission Sets.

2. Create a new Permission Set called GovWin IQ Connector.

3. Click Save.
   Session Activation Required should not be selected.
   License should not be selected.

Assign Object Permissions

There are 15 Objects associated with the GovWin IQ Connector, all of them need to be given permissions. This guide lists all 15 Objects and go over the instructions for an Object that should then be repeated for all Objects.

List of Objects:

1. From the Permission Set Overview screen, select Object Settings.

2. Select Companies (GovWin).

3. Click Edit.

4. Select Read, Create, and Edit as Object Permissions.

5. Select Read Access and Edit Access checkboxes.

6. Click Save.
   

7. Repeat this step for every Object in the list.

Add Apex Class Permissions

1. From the Permission Set Overview Select , select Apex Class Access.

2. Click Edit to add Apex Classes to this Permission Set.

3. Below is the list of Apex Classes that need to be added to this Permission Set. (All of them start with the name space TM_GovWinIQ)

   TM_GovWinIQ.govWinIQController

   TM_GovWinIQ.GovWinOppAttchSchedulerBatch

   TM_GovWinIQ.GovWinOpportunityAttachmentBatchClass

   TM_GovWinIQ.GovWinOPPSyncBatch

   TM_GovWinIQ.GovWinOPPSyncBatchOpportunity

   TM_GovWinIQ.GovWinOPPSyncBatchTest

   TM_GovWinIQ.OpportunityDataFromJSON

   TM_GovWinIQ.OpportunityRelatedDataFromJSON

   TM_GovWinIQ.Test_GovWinIQController

   TM_GovWinIQ.Test_TM_GovWinServerOpportunity

   TM_GovWinIQ.Test_TM_OpportunityDataFromJSON

   TM_GovWinIQ.Test_TM_SyncGovWINDataController

   TM_GovWinIQ.Test_TM_SyncGovWINDataFlow

   TM_GovWinIQ.TestOpportunityRelatedDataFromJSON

   TM_GovWinIQ.TM_GovWinIQConfigurationPageCTRL

   TM_GovWinIQ.TM_GovWinIQConfigurationPageCTRLTest

   TM_GovWinIQ.TM_GovWinServerOpportunity

   TM_GovWinIQ.TM_GovWinWebServiceOppSyncBatch

   TM_GovWinIQ.TM_InstallationScriptController

   TM_GovWinIQ.TM_InstallationScriptControllerTest

   TM_GovWinIQ.TM_SyncGovWINData

   TM_GovWinIQ.TM_SyncGovWINDataController

   TM_GovWinIQ.TM_SyncGovWinWebServiceData

   TM_GovWinIQ.TM_TestDataGenerator

   TM_GovWinIQ.UtilityController

   TM_GovWinIQ.UtilityController_WebServiceDownload

   TM_GovWinIQ.VisualFlowUtilityController

   TM_GovWinIQ.WebServiceOppWrapper

Add Custom Setting Permission

1. From the Permission Set Overview screen, select Custom Setting Definitions.

2. Click Edit.

3. Add TM_GovWinIQ.GovWin Credentials Setting.

4. After creating this Permission Set, assign to the appropriate users.