Create a Salesforce Operational Support User
In this video, I will show you how you can create an operational support user in your salesforce org.
You can set this up with either a permission set or a custom profile.
Operational support users can be quite beneficial to have in an organization as they are able to provide support to users, create and manage reports/dashboards, manage data, help QA, or any other tasks that could be helpful.
Keep in mind this is not an official role this is something that can be incorporated if the team see this as appropriate.
This does not mean that salesforce professionals are free from these responsibilities. It takes a little bit off their list of responsibilities.
Salesforce professionals in the current job market tend to do plenty from planning, doing analysis, design, implementation, testing, and deployment. Along with these activities, they manage other packages that could be quite complex like docusign, marketing cloud, pardot, CPQ, or even other processes in place.
Let’s not forget to mention apex triggers or integrations and working with other team members trying to connect salesforce with other entities.
Permission Set system settings that were enabled in the video.
Bulk API Hard Delete
Create and Customize Dashboards
Create and Customize List Views
Create and Customize Reports
Create Dashboard Folders
Create Report Folders
Edit Events
Edit My Dashboards
Edit My Reports
Edit Tasks
Export Reports
Import Custom Objects
Lightning Console User
Lightning Experience User
Manage All Private Reports and Dashboards
Manage Dashboards in Public Folders
Manage Multi-Factor Authentication in User Interface
Manage Public Classic Email Templates
Manage Public Documents
Manage Public List Views
Manage Reports in Public Folders
Modify All Data
Report Builder
Report Builder (Lightning Experience)
Run Reports
Schedule Reports
Select Files from Salesforce
Subscribe to Dashboards
Subscribe to Dashboards: Add Recipients
Subscribe to Dashboards: Send to Groups and Roles
Subscribe to Reports
Subscribe to Reports: Add Recipients
Subscribe to Reports: Send to Groups and Roles
Subscribe to Reports: Set Running User
Transfer Record
View All Data
View Dashboards in Public Folders
View Event Log Files
View Setup and Configuration
Please be aware it does not have to be all of these settings as your salesforce team will decide on the proper settings. Tailor it to your needs.
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****Timestamp****
00:00 - Intro.
00:18 - Why an Operational Support user?
01:02 - What settings should they have?
01:33 - Would they be considered as admins?
03:25 - Operational Support User permission set.
04:05- System permission.
05:00: User management settings in system permission.
05:25- Quick Demo.
07:34 - Permission set’s object settings.
08:05 - Closing thoughts on this concept.