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          Create a Profile for an Omnistudio Standard User

          Create a Profile for an Omnistudio Standard User

          Depending on how you configure roles and sharing rules, your Omnistudio user can access specific features that are restricted. We recommend that only users with the Omnistudio license have access to the designers and perform actions such as building business processes. After creating an Omnistudio user assigned to the Omnistudio license, create a profile to enforce this limitation.

          To create a profile for a standard user, complete these tasks.

          1. From Setup, in the Quick Find box, enter Profiles, and then select Profiles.
          2. Next to the Standard User profile name, click Clone.
          3. Enter a profile name, such as Omnistudio Standard User Profile and save your changes.
          4. Click Edit.
          5. Scroll down to the Standard Object Permissions section and make sure that you provide Read, View All Records, and View All Fields accesses for these objects. If you're intending for this profile to be used by designers who create Omnistudio components, provide create, read, update, and delete accesses.
          6. Repeat these tasks for these objects.
            • Omni Processes
            • Omni Process Compilations
            • Omni Process Elements
            • Omni Data Transformations
            • Omni Data Transformation Configs
            • Omni Data Transformation Items
            • Omni UI Cards
            • Omni UI Card Configs

            For Omnistudio sObject descriptions, see Omnistudio sObject Descriptions.

           
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          Salesforce Help | Article