Package Version: 3.53.3 or older
Workaround if the Leadspace Admin permission set does not appear in your instance.
1. Navigate to Permission Sets.
2. Click on 'Clone' next to the Leadspace Manager permission set.
3. Name your new permission set 'Leadspace Admin' and click save.
4. Click into your new permission set.
5. Click on Apex Class Access and add the following permissions:
- leadspacesync.Ctrl_ConnectionSetting
- leadspacesync.Ctrl_InputFieldMapping
- leadspacesync.Ctrl_ResultsField Mapping
- leadspacesync.Ctrl_ResultsFieldMapping_Account
- leadspacesync.Ctrl_ResultsFieldMapping_Contact
- leadspacesync.Ctrl_ResultsFieldMapping_Lead
6. Click on Visualforce Page Access and add the following permissions:
- leadspacesync.VF_ConnectionSetting
- leadspacesync.VF_InputFieldMapping
- leadspacesync.VF_ResultsFieldMapping
7. Click on System Permissions and ensure the following permissions are enabled:
- Customize Application
- View Setup and Configuration
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Package Version: 3.68 or newer
Below is a list of all permissions that need to be created/verified in case they were not created/ updated properly by the package
LEADSPACE ADMIN
Assigned Apps:
leadspacesync.Leadspace for Salesforce (leadspacesync__Leadspace_Sync)
leadspacesync.Leadspace for Salesforce (leadspacesync__Leadspace_Data_Management)
Object Settings:
Read, Create, Edit, Delete, View All, Modify All, and read/write permissions for all fields for:
Sync Definitions
Sync Activity Bulks
Sync Activities
Search Criteria
LS Logs
Available Tabs:
Sync Definitions, Sync Activity Bulks, Sync Activities, Settings, LS Logs, Input Field Mapping, Lead Output Mapping, Contact Output Mapping, Account Output Mapping
Apex Class Access:
leadspacesync.Batch_EnrichmentJob
leadspacesync.Batch_PollingJob_ls
leadspacesync.Batch_RertyBulk
leadspacesync.Ctrl_ConnectionSetting
leadspacesync.Ctrl_DefineEnrichmentJob
leadspacesync.Ctrl_InputFieldMapping
leadspacesync.Ctrl_ResultsFieldMapping_Account
leadspacesync.Ctrl_ResultsFieldMapping_Contact
leadspacesync.Ctrl_ResultsFieldMapping_Lead
leadspacesync.StaticParser
leadspacesync.Utils_RFM
Visualforce Pages Access:
leadspacesync.ResultsFieldMapping_Account
leadspacesync.ResultsFieldMapping_Contact
leadspacesync.ResultsFieldMapping_Lead
leadspacesync.VF_ConnectionSetting
leadspacesync.VF_DefineEnrichmentJob
leadspacesync.VF_InputFieldMapping
System Permissions:
Customize Application, Manage Custom Permissions, Modify Metadata Through Metadata API Functions, View Roles and Role Hierarchy, View Setup and Configuration, Manage Profiles and Permission Set, API Enabled
LEADSPACE MANAGER
Assigned Apps:
leadspacesync.Leadspace for Salesforce (leadspacesync__Leadspace_Sync)
leadspacesync.Leadspace for Salesforce (leadspacesync__Leadspace_Data_Management)
Object Settings:
Read, Create, Edit, View All, Modify All, and read/write permissions for all fields for:
Sync Definitions
Sync Activity Bulks
Sync Activities (+ Delete Access)
Search Criteria
LS Logs
Available Tabs:
LS Logs
Sync Definitions
Sync Activities
Sync Activity Bulks
Apex Classes Access:
leadspacesync.Batch_EnrichmentJob
leadspacesync.Batch_PollingJob_ls
leadspacesync.Batch_RertyBulk
leadspacesync.Ctrl_DefineEnrichmentJob
leadspacesync.StaticParser
Visualforce Pages:
leadspacesync.VF_DefineEnrichmentJob
System Permissions:
View All Custom Settings