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Permissions

Need to have more control over which administrators have access to specific Fielo features? We've documented the required permissions, including objects, fields, apps, tabs, classes, Visualforce pages, and more, for several key Fielo features.

We suggest assigning View All permission to admins, but if you want to manage access record by record, you must apply Salesforce sharing rules.

Grant the appropriate permissions, listed below, to the relevant administrators to ensure they access to the Fielo features within their purview. Ensure that permissions are reviewed and updated as needed to align with organizational requirements and security standards.

Promotion Creation

  • Objects (Our suggestion is to grant at least Read, Create, Edit, Delete)
    • FieloPLT__Promotion__c
    • FieloPLT__Rule__c
    • FieloPLT__Agreement__c
    • FieloPLT__CriterionGroup__c (Criteria Group)
    • IncentivizedObject (Only Read is necessary)
    • FieloPLT__Program__c (Only Read is necessary)
    • FieloPLT__Segment__c (Only Read is necessary)
    • FieloPLT__PointType__c (Only Read is necessary)
    • FieloPLT__RuleTrigger__c (Only Read is necessary)
    • FieloPLT__Action__c (Only Read is necessary)
    • FieloPLT__Reward__c (Only Read is necessary)
    • FieloPLT__Badge__c (Only Read is necessary)
  • Fields (Our suggestion is to grant at least Read and Edit access)
    • All fields on the FieloPLT__Promotion__c object
    • All fields on the FieloPLT__Rule__c object
    • All fields on the FieloPLT__CriterionGroup__c object
    • All fields on the FieloPLT__Agreement__c object
    • All fields on the IncentivizedObject (Only Read is necessary)
    • All fields on the FieloPLT__Program__c object (Only Read is necessary)
    • All fields on the FieloPLT__Segment__c object (Only Read is necessary)
    • All fields on the FieloPLT__PointType__c object (Only Read is necessary)
    • All fields on the FieloPLT__RuleTrigger__c object (Only Read is necessary)
    • All fields on the FieloPLT__Action__c object (Only Read is necessary)
    • All fields on the FieloPLT__Reward__c object (Only Read is necessary)
    • All fields on the FieloPLT__Badge__c object (Only Read is necessary)
  • Assigned Apps
    • FieloPlatform
    • FieloPlatform_Lightning
  • Tab Settings
    • Incentives
  • Classes
    • AuraService
    • BeCriteriaController
    • CacheServiceAura
  • Visualforce Pages
    • None
  • System Permissions
    • None
  • Permission set dependency
    • None

Rule Creation

  • Objects (Our suggestion is to have at least Read, Create, Edit, Delete)
    • FieloPLT__Rule__c
  • Fields (Our suggestion is to have at least Read and Edit access)
    • All fields on the FieloPLT__Rule__c object
  • Assigned Apps
    • FieloPlatform
    • FieloPlatform_Lightning
  • Tab Settings
    • Incentives
  • Classes
    • AuraService
    • IncentiveTemplateController
    • BFormWizardProgramController
    • CacheServiceAura
    • FieloReadyController
    • LevelTemplateController
    • bReportGalleryController
    • bReportCardController
    • SegmentTemplateController
    • BeCriteriaController
  • Visualforce Pages
    • None
  • System Permissions
    • None
  • Permission set dependency
    • All permissions listed under Promotion Creation

Challenge Creation

  • Objects (Our suggestion is to have at least Read, Create, Edit, Delete)
    • FieloPLT__Challenge__c
    • FieloPLT__Mission__c
    • FieloPLT__Agreement__c
    • FieloPLT__CriterionGroup__c (Criteria Group)
    • FieloPLT__ChallengeReward__c (Rewarding)
    • FieloPLT__Level__c
    • IncentivizedObject (Only Read is necessary)
    • FieloPLT__ChallengeMember__c (Only Read is necessary)
    • FieloPLT__MissionMember__c (Only Read is necessary)
    • FieloPLT__LevelMember__c (Only Read is necessary)
    • FieloPLT__Program__c (Only Read is necessary)
    • FieloPLT__Segment__c (Only Read is necessary)
    • FieloPLT__PointType__c (Only Read is necessary)
    • FieloPLT__RuleTrigger__c (Only Read is necessary)
    • FieloPLT__Action__c (Only Read is necessary)
    • FieloPLT__Reward__c (Only Read is necessary)
    • FieloPLT__Badge__c (Only Read is necessary)
  • Fields (Our suggestion is to have at least Read and Edit access)
    • All fields on the FieloPLT__Challenge__c object
    • All fields on the FieloPLT__Mission__c object
    • All fields on the FieloPLT__CriterionGroup__c object
    • All fields on the FieloPLT__ChallengeReward__c object
    • All fields on the FieloPLT__Level__c object
    • All fields on the FieloPLT__Agreement__c object
    • All fields on the IncentivizedObject (Only Read is necessary)
    • All fields on the FieloPLT__ChallengeMember__c object (Only Read is necessary)
    • All fields on the FieloPLT__MissionMember__c object (Only Read is necessary)
    • All fields on the FieloPLT__LevelMember__c object (Only Read is necessary)
    • All fields on the FieloPLT__Program__c object (Only Read is necessary)
    • All fields on the FieloPLT__Segment__c object (Only Read is necessary)
    • All fields on the FieloPLT__PointType__c object (Only Read is necessary)
    • All fields on the FieloPLT__RuleTrigger__c object (Only Read is necessary)
    • All fields on the FieloPLT__Action__c object (Only Read is necessary)
    • All fields on the FieloPLT__Reward__c object (Only Read is necessary)
    • All fields on the FieloPLT__Badge__c object (Only Read is necessary)
  • Assigned Apps
    • FieloPlatform
    • FieloPlatform_Lightning
  • Tab Settings
    • Incentives
  • Classes
    • AuraService
    • IncentiveTemplateController
    • BFormWizardProgramController
    • CacheServiceAura
    • FieloReadyController
    • LevelTemplateController
    • bReportGalleryController
    • bReportCardController
    • SegmentTemplateController
    • BeCriteriaController
  • Visualforce Pages
    • None
  • System Permissions
    • None
  • Permission set dependency
    • None

Mission Creation

  • Objects (Our suggestion is to have at least Read, Create, Edit, Delete)
    • FieloPLT__Mission__c
  • Fields (Our suggestion is to have at least Read and Edit access)
    • All fields on the FieloPLT__Mission__c object
  • Assigned Apps
    • FieloPlatform
    • FieloPlatform_Lightning
  • Tab Settings
    • Incentives
  • Classes
    • None
  • Visualforce Pages
    • None
  • System Permissions
    • None
  • Permission set dependency
    • All permissions listed under Challenge Creation

Member Creation

  • Objects (Our suggestion is to have at least Read, Create, Edit, Delete)
    • Required
      • FieloPLT__Member__c
      • FieloPLT__Program__c (Only Read is necessary)
    • Optional
      • FieloPLT__Segment__c
      • FieloPLT__Redemption__c
      • FieloPLT__Point__c
      • FieloPLT__Transaction__c
      • FieloPLT__MemberAgreement__c
      • FieloPLT__ChallengeMember__c
      • FieloPLT__BadgeMember__c
      • FieloPLT__Event__c
      • FieloPLT__Payout__c
      • FieloPLT__Cap__c
  • Fields (Our suggestion is to have at least Read and Edit access)
    • Required
      • All fields on the FieloPLT__Member__c object
      • All fields on the FieloPLT__Program__c object (Only Read is necessary)
    • Optional
      • All fields on the FieloPLT__Segment__c object
      • All fields on the FieloPLT__Redemption__c
      • All fields on the FieloPLT__Point__c object
      • All fields on the FieloPLT__Transaction__c object
      • All fields on the FieloPLT__MemberAgreement__c object
      • All fields on the FieloPLT__ChallengeMember__c object
      • All fields on the FieloPLT__BadgeMember__c object
      • All fields on the FieloPLT__Event__c object
      • All fields on the FieloPLT__Payout__c object
      • All fields on the FieloPLT__Cap__cobject
  • Assigned Apps
    • FieloPlatform
    • FieloPlatform_Lightning
  • Tab Settings
    • Target Audience
  • Classes
    • Required
      • AuraService
    • Optional
      • MultiPointsListController
      • MemberCapsController
      • BeCriteriaController
  • Visualforce Pages
    • None
  • System Permissions
    • None
  • Permission set dependency
    • None

Reward Creation

  • Objects (Our suggestion is to have at least Read, Create, Edit, Delete)
    • FieloPLT__Reward__c
    • FieloPLT__Program__c (Only Read is necessary)
  • Fields (Our suggestion is to have at least Read and Edit access)
    • All fields on the FieloPLT__Reward__c object
    • All fields on the FieloPLT__Reward__c object (Only Read is necessary)
  • Assigned Apps
    • FieloPlatform
    • FieloPlatform_Lightning
  • Tab Settings
    • Rewards
  • Classes
    • AuraService
  • Visualforce Pages
    • None
  • System Permissions
    • None
  • Permission set dependency
    • None

Transactions

  • Objects (Our suggestion is to have at least Read, Create, Edit, Delete)
    • FieloPLT__Transaction__c
  • Fields (Our suggestion is to have at least Read and Edit access)
    • All fields on the FieloPLT__Transaction__c object
  • Assigned Apps
    • FieloPlatform
    • FieloPlatform_Lightning
  • Tab Settings
    • None
  • Classes
    • bHeaderController
    • RecordSnapshotViewerController
  • Visualforce Pages
    • None
  • System Permissions
    • None
  • Permission set dependency
    • All permissions listed under Member Creation

Adjustment Transaction

  • Objects (Our suggestion is to have at least Read, Create, Edit, Delete)
    • FieloPLT__Transaction__c
  • Fields (Our suggestion is to have at least Read and Edit Access)
    • All fields on the FieloPLT__Transaction__c object
  • Assigned Apps
    • FieloPlatform
    • FieloPlatform_Lightning
  • Tab Settings
    • None
  • Classes
    • None
  • Visualforce Pages
    • None
  • System Permissions
    • None
  • Permission set dependency
    • All permissions listed under Member Creation
    • All permissions listed under Transactions

Revert Redemptions

  • Objects (Our suggestion is to have at least Read, Create, Edit, Delete)
    • Required
      • FieloPLT__Redemption__c
      • FieloPLT__RedemptionItem__c
      • FieloPLT__Program__c (Only Read is necessary)
      • FieloPLT__Member__c (Only Read is necessary)
      • FieloPLT__Reward__c (Only Read is necessary)
    • Optional
      • FieloPLT__Level__c
      • FieloPLT__Payout__c
      • FieloPLT__Badge__c
  • Fields (Our suggestion is to have at least Read and Edit access)
    • Required
      • All fields on the FieloPLT__Redemption__c object
      • All fields on the FieloPLT__RedemptionItem__c object
      • All fields on the FieloPLT__Program__c object (Only Read is necessary)
      • All fields on the FieloPLT__Reward__c object (Only Read is necessary)
      • All fields on the FieloPLT__Member__c object (Only Read is necessary)
    • Optional
      • All fields on the FieloPLT__Level__c object
      • All fields on the FieloPLT__Payout__c object
      • All fields on the FieloPLT__Badge__c object
  • Assigned Apps
    • FieloPlatform
    • FieloPlatform_Lightning
  • Tab Settings
    • Outcomes
  • Classes
    • AuraService
    • FormRedemptionController
  • Visualforce Pages
    • None
  • System Permissions
    • None
  • Permission set dependency
    • None

Reversion Transactions

  • Objects (Our suggestion is to have at least Read, Create, Edit, Delete)
    • FieloPLT__Transaction__c
  • Fields (Our suggestion is to have at least Read and Edit access)
    • All fields on the FieloPLT__Transaction__c object
  • Assigned Apps
    • FieloPlatform
    • FieloPlatform_Lightning
  • Tab Settings
    • None
  • Classes
    • None
  • Visualforce Pages
    • None
  • System Permissions
    • None
  • Permission set dependency
    • All permissions listed under Member Creation
    • All permissions listed under Transactions

Program Creation

  • Objects (Our suggestion is to have at least Read, Create, Edit, Delete)
    • FieloPLT__Program__c
    • FieloPLT__Level__c
    • FieloPLT__Segment__c
    • FieloPLT__CriterionGroup__c (Criteria Group)
    • IncentivizedObject (Only Read is necessary)
    • FieloPLT__Member__c (Only Read is necessary)
  • Fields (Our suggestion is to have at least Read and Edit access)
    • All fields on the FieloPLT__Program__c object
    • All fields on the FieloPLT__Level__c object
    • All fields on the FieloPLT__Segment__c object
    • All fields on the FieloPLT__CriterionGroup__c object
    • All fields on the IncentivizedObject (Only Read is necessary)
    • All fields on the FieloPLT__Member__c object (Only Read is necessary)
  • Assigned Apps
    • FieloPlatform
    • FieloPlatform_Lightning
  • Tab Settings (Visible)
    • Programs
  • Classes
    • AuraService
    • BFormWizardProgramController
    • CacheServiceAura
    • FieloReadyController
    • LevelTemplateController
    • bReportGalleryController
    • bReportCardController
    • SegmentTemplateController
    • BeCriteriaController
  • Visualforce Pages
    • FieloPLT.SessionId
  • System Permissions
    • None
  • Permission set dependency
    • None

Behavior & Action Creation

  • Objects (Our suggestion is to have at least Read, Create, Edit, Delete)
    • FieloPLT__RuleTrigger__c (Behavior Type)
    • FieloPLT__Action__c
    • FieloPLT__Library__c (Only Read is necessary)
    • FieloPLT__Template__c (Only Read is necessary)
    • FieloPLT__Model__c (Only Read is necessary)
    • Incentivized Object (Only Read is necessary)
  • Fields (Our suggestion is to have at least Read and Edit access)
    • All fields on the FieloPLT__RuleTrigger__c and FieloPLT__Action__c objects
    • All fields on the FieloPLT__Library__c object (Only Read is necessary)
    • All fields on the FieloPLT__Template__c object (Only Read is necessary)
    • All fields on the FieloPLT__Model__c object (Only Read is necessary)
    • Member field on the Incentivized Object (Only Read is necessary)
  • Assigned Apps
    • FieloPlatform
    • FieloPlatform_Lightning
  • Tab Settings
    • Tools
  • Classes
    • AuraService
    • IndirectMemberLookupsController
    • BehaviorMetadataController
  • Visualforce Pages
    • None
  • System Permissions
    • Author Apex
    • Customize Application
    • Modify Metadata Through Metadata API Functions
    • Manage Profiles and Permission Sets
  • Permission set dependency
    • None

Currency Settings

  • Objects (Our suggestion is to have at least Read, Create, Edit, Delete)
    • FieloPLT__PointType__c (Currencies)
    • FieloPLT__ProgramPointType__c (Program Currencies)
  • Fields (Our suggestion is to have at least Read and Edit access)
    • All fields on the FieloPLT__PointType__c object
    • All fields on the FieloPLT__ProgramPointType__c object
  • Assigned Apps
    • FieloPlatform
    • FieloPlatform_Lightning
  • Tab Settings
    • Fielo Currencies
  • Classes
    • FundRewardService
  • Visualforce Pages
    • None
  • System Permissions
    • Customize Application
    • Modify Metadata Through Metadata API Functions
    • Manage Profiles and Permission Sets
  • Permission set dependency
    • All permissions listed under Program Creation

Updated about 1 year ago

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