How to
Setting Permissions for the Pendula Console

The Pendula Console allows users to create, send, and receive 1:1 SMS messages using the contact details available on their Salesforce records.

By default, the Pendula SFDC Managed Package is installed with no access permissions for the Pendula Console, for all non-admin SFDC users. This is to allow you to configure the permission sets in the way that best suits your organisational structure and access principles.

As a guide to best practice for Console user permissions, Pendula recommends setting up the following permission sets:

1. Pendula Console Composer: this user can create, send and view 1:1 messages with customers that are sent from Pendula via the Console.
2. Pendula Console Viewer (read-only): this user can view 1:1 messages with customers that are sent from Pendula via the Console.

This article will guide Salesforce Administrators through the process of creating the above user permissions in the Salesforce Setup menu.

Relevant objects

The Console component is currently supported on the Contact, Lead, User and Person Account objects.

To update the permissions for Console users, you will be enabling and editing their ability to create and/or view the following records on those objects:

• Console Messages (Pendula4E__Console_Message__c)
• Messages (Pendula4E__Message__c)
• Message Events (Pendula__Message_Event__c)
• Message Recipients (Pendula4E__Message_Recipient__c)

Create a new permission set

From the Setup screen, in the Quick Find box on the left-hand side, type Permission Sets. Click on Permission Sets under the Users section.

Click on the New button to create a new permission set. You will be taken to the permission set creation page.

Fill in the following details:

1. Label: Enter a name for the permission set (e.g., "Pendula Console Composer").
2. API Name: This will automatically populate based on the label you provide, but you can modify it if necessary. The API name must be unique and can’t contain spaces.
3. Description: Optionally, add a description to provide context about what this permission set is for.
4. Session Activation Required: In some orgs you may have this option.
5. User License: Choose the type of user license that this permission set will apply to. If you want it to be available to all users regardless of license type, select "No License Required" or “None”.
6. Check the Enabled box if visible to indicate that the permission set is currently active.
7. Click on Save.

Configure object setting permissions

Assigned Apps

Under the Assigned Apps menu, hit the Edit button and add Pendula4E.Pendula (Pendula4E__Pendula4E_Lightning) to the Enabled Apps list.

Hit Save.

Object settings: Console Message

Under the Object Settings menu, in the list of objects, select the Console Messages (Pendula4E__Console_Message__c) object. From the next screen, hit Edit.

Update the permissions as per the below, for either the Console Composer or Console Viewer permission set.

Tab settings

Object Permissions

Field Permissions

Hit Save.

Object settings: Message

Under the Object Settings menu, in the list of objects, select the Messages (Pendula4E__Message__c) object. From the next screen, hit Edit.

Update the permissions as per the below, for either the Console Composer or Console Viewer permission set.

Tab settings

Message Record Type Assignments

Object Permissions

Field Permissions

Hit Save.

Object settings: Message Events

Under the Object Settings menu, in the list of objects, select the Message Event (Pendula4E__Message_Event__c) object. From the next screen, hit Edit.

Update the permissions as per the below, for either the Console Composer or Console Viewer permission set.

Tab settings

Object Permissions

Field Permissions

Hit Save.

Object settings: Message Recipients

Under the Object Settings menu, in the list of objects, select the Message Recipients (Pendula4E__Message_Recipient__c) object. From the next screen, hit Edit.

Update the permissions as per the below, for either the Console Composer or Console Viewer permission set.

Tab settings

Object Permissions

Field Permissions

Hit Save.

Finalise configuration, assign users and test

Configure any extra permissions that are required by your organisational policies.

To assign users to your new permission set, go to the Manage Assignments section within the permission set detail page. Click on Add Assignments. From the user list, select the users you want to assign this permission set to.

Click on Next, then Assign to complete the process.

Don’t forget to test your new permission sets! Log in as a user who has been assigned the permission set to verify that the permissions work as intended. Ensure that users can access the necessary apps, objects, or fields as specified.