This documentation shows a step-by-step process for setting up the salesforce permissions to allow Salesforce users to activate customers via the "Send to Stax Bill" flow. This setting is part of the Stax Bill managed package in Salesforce and must be configured in Salesforce outside of Stax Bill.
- In Salesforce, navigate to the Setup section.
- In the left menu pane, search for Custom Settings. Under Custom Code, click Custom Settings.
- On the Custom Setting page, click AllowActivationSetting.
- On the AllowActivationSetting page, click Manage.
- On the Manage page, to set the organization default click New. If you have previously set a default the button will be Edit.
- On the AllowActivationSetting Edit page, select the desired defaults for your organization and click Save.
- On the AllowActivationSetting Details page, click Back if you are not redirected back to the AllowActivationSetting page.
- On the AllowActivationSetting page, settings can now be defined for a specific User. If a user is not configured then that user will default to the Organization level settings you chose above. Click New to define settings.
- On the AllowActivationSetting Edit page, select user or profile and use the lookup to select a user or profile. Select the default settings for your selected user or profile.
- The settings that you have chosen will be used in the following order:
- If a user has specific settings then those will be used.
- If a user does not have specific settings then it will check to see if that user's profile has specific settings and those would be used.
- If a user's profile does not have specific settings then the organization default settings will be used.