General Salesforce Settings

After installing the GUMU™ Integration package, granting user access doesn’t have to be a manual, time-consuming task. Instead of configuring individual object, field, or tab permissions, you can quickly assign the GUMU™ license and permission set to any user in just a few steps.

This process ensures that users can seamlessly access GUMU™ components such as Real-time data, Logs, Integration Configurations, and more without compromising security or functionality.

Let’s understand this with an Example

Imagine a user, Keith T. Harter, and you want to provide him access to the GUMU™ features. Follow these steps:

1. Navigate to the GUMU™ Integration package from Installed Packages, and then click on Manage Licenses.

1. Click on the Add Users button to add the users.

1. Navigate to Setup → Permission Sets.

2. Search for "GUMU Integration Access" permission set & Click on it.

1. Click on Manage Assignments.

1. Click Add Assignments and then select the users who need access to the GUMU™.

1. Finally, click Assign. You can now view the recently added user on the Current Assignments page.

That’s it! Keith now has all the necessary GUMU™ permissions no need to manually touch field-level security or profiles.

To access integration features based on Salesforce users and their respective Profile levels.

1. Navigate to GUMU Settings → Security Matrix tab.

Assign feature rights to the specific profiles/users.