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  1. Preface
  2. Salesforce Managed Package
  3. Running a Guide within a Salesforce Organization
  4. Techniques
  5. Customizing Salesforce
  6. Mobile Guides
  7. Meeting Follow-up Wizards
  8. Controlling Who Sees Guides
  9. Launching a Guide
  10. Guide Execution Reports

Salesforce and Application Integration

Salesforce and Application Integration

Associating Guide Designer Apex Classes With a User Profile

Associating Guide Designer Apex Classes With a User Profile

This topic shows how to create a profile and associate Guide Designer-related Apex classes to it. The procedure that you will read allows guides to run with Salesforce Chatter Only licenses.
  1. Select
    Setup > Administration Setup > Manage Users > Profile
    .
    Manage Users, Profiles selected
  2. Select a User Profile. Here "Chatter Only User" will be selected.
    Selecting Chatter Only Object
  3. On the displayed page, click the
    Clone
    button.
    Chatter Only User
  4. On the displayed page, give the profile a name; for example, "TestChatterProfile" and then click
    Save
    .
    Clone Profile
  5. Salesforce displays a Profile page for the profile you just created. On that page, press
    Enabled Apex Class Access
    .
    Chatter Only User, pointing to "Enabled Apex Class Access
    Salesforce scrolls this page and displays this area. The area may already have some classes enabled or, as in this example, none are yet enabled.
    Click the
    Edit
    button.
  6. Within the Available Apex Classes area on the left, select all of the classes starting with "ce4sf20_001" and press the
    Add
    button. This name may be different in some releases. However, they will always begin with "ce4sf".
  7. Enable Apex Class Access area
  8. Scroll the profile window up until you see the Custom Object Permissions area. Set the access rights for the custom objects for Read, Create, Edit, or Delete as appropriate. Here is an example:
    Create Object Permissions area
  9. Click the
    Save
    button located at the bottom of the page.
  10. Go to
    App Setup > Customize > Home > Home Page Layouts
    , and click the
    Page Layout Assignment
  11. Home Page Layouts area, pointing to "Page Layout Assignment"
  12. Select a home page layout for the newly created profile; in this example, it is "TestChatterProfile." Click
    Save
    .
  13. Edit the home page layout selected in the previous step and make sure that the "Guide Designer Wizards" checkbox is selected. Click
    Next
    , then click
    Save
    .
    Edit Home Layout area

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