Mike, there are both product people and marketing folks that monitor the Communities. The explosive growth of Remedyforce has indeed put us in a position where our education teams are responding and putting together training/admin type materials... Candidly, most of the training for our customers happens in their onboarding process. Most of what you have mentioned here revolves around force.com platform stuff, not the Remedyforce solution itself, but we'd love the opportunity to help you through the issues.
I'll work with you directly to get answers as best we can. Please contact me direct via email with your list and we'll go from there!
Product Marketing Manager & Remedyforce Evangelist
Thanks Steve, I will send you a detailed email tomorrow. We have been on the onboarding process since Jan/Feb and we just feel like we are re-inventing the wheel here. We didnt think it would take this long. I understand that our company may be a little different than most but still.
Also, we have just recently upgraded to the spring relase just 2 weeks ago and using the SF view (v2) and it's not 'pretty' to say the least.
Our Salesforce team have been going at this since 2010 and we feel that these profiles have been messed up so any help would be great.
Shiva, the Getting Started document does give the same information. And the latest and greatest is always available via the "help" functionality and search. There were significant improvements in the Spring release around profiles, as we introduced the concept of configuration segementation, conceptually allowing different profiles to have different configurations, page layouts, etc.
Additionally, using the method Paul suggested earlier, you can get to the Staff Profile (or clones if you've made them) and view all the details (including the possibilities) .
Sr. Product Marketing Manager & Remedyforce Evangelist
From Winter 13 release, there are permission Sets for Staff, ChangeManager, ReleaseCoordinator and Client users that come default with the package. This is a lot helpful as now one can just clone the Permission Set (as Tabs and app permissions won't come by default with these permission sets), add any other required access(Tabs, Remedyforce app,etc.) and associate the PermissionSet with the user.
Shiva, It is recommended that you do not clone the default permission sets since only the default permission sets will get updated with access to new pages,tabs,fields,etc. when you upgrade to newer versions of Remedyforce.
I would suggest that for a staff member assign the default Staff permission set to the user. To provide access to tabs, Remedyforce app or any additional permissions you can do either of the following:
- Configure the visibility of tabs, Remedyforce app in the user's profile OR
- Create a new permission set with these additional permissions(tabs,app,etc.) and assign this newly created permission set to the user. (Note that in this case you will have 2 permission sets assigned to the user - default staff permission set and the permission set having access to tab,app,etc.)
Hope this helps.