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Omnistudio Installation and Upgrade
目次
絞り込み条件を選択

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          Create a Permission Set for an Omnistudio Guest User

          Create a Permission Set for an Omnistudio Guest User

          Provision access for guest users who need to interact with public-facing Omnistudio components.

          1. From Setup, enter Perm in the Quick Find box, then select Permission Sets.
          2. Next to the Omnistudio User permission set, click Clone.
          3. For the Label, enter Omnistudio Guest User or any other label of your choice. By default the API Name is the same. Click Save.
          4. Open the permission set you just created and click Object Settings.
          5. Select the Omni Processes object from the list and select Edit.
          6. In the Field Permissions section, select the Read Access checkbox in the top-most row of the table. This automatically selects all previously unchecked fields.
          7. Save your changes.
          8. Repeat these steps for the following objects:
            • Omni Process Compilations
            • Omni Process Elements
            • Omni UI Cards
          9. Go back to the Object Settings page, select the Omniscript Saved Sessions object, and click Edit.
          10. In the Object Permissions section, de-select these checkboxes:
            • Create
            • Edit
            • Delete
          11. In the same section, select View All Fields.
          12. Save your changes.
           
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          Salesforce Help | Article