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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

Enabling Guide Designer-Related Classes for New Profiles

Enabling Guide Designer-Related Classes for New Profiles

This topic presents a set of operations that let you enable Guide Designer-related classes for new profiles within Salesforce and then enable the Guide Designer Apex-related classes and the Visual Force pages for the profile.
As an example, this topic shows how you launch a guide with Chatter Only License.
  1. From the list of User Profiles (located within
    Setup > Administration Setup > Manage Users > Profile
    ), click the link of the Chatter Only User. (Do not select Edit.)
    Chatter Only User on User Profiles page
  2. Click the
    Clone
    button, specify a profile name, and then click
    Save
    .
    Clone button
  3. Click the link for
    Enabled Apex Class Access
    , click
    Edit
    and select all classes starting with "ce4sf20_001 from the Available Apex Classes and add them to Enabled Apex Class. Click
    Save
    .
    Enabled Apex Class Actions link
  4. Click the link for
    Enabled Visual force Page Access
    , click
    Edit
    .
    Enaled Visualfoce Page Access
  5. Select all pages starting with "ce4sf20_001" from the Available Visual force Pages and add them to Enabled Visual force Pages and click
    Save
    .
    Enable Apex Class Access
  6. Edit the profile, navigate to Custom Object Permissions, and set the Access rights for the custom objects for Read, Create, Edit, Delete as appropriate. Refer to the following snapshot below for an example. Your choices will be what is required for your organization. Click the
    Save
    button located at the bottom of the page.
    Custom Object Permissions
  7. Go to
    App Setup > Customize > Home Page Layouts
    , click
    Page Layout Assignment
    and select a Home Page Layout for the newly created cloned Chatter User Profile. Below is an example.
    Page Layout Assignment
  8. Edit the Home Page Layout selected in the previous step and make sure that the Guide Designer Wizards checkbox is selected, click
    Next
    , then
    Save
    .
    Selecting the components to show

More Information

Chatter only licenses are also known as Chatter Plus. They are designed for Unlimited, Enterprise, and Professional Edition users that do not have Salesforce licenses but need access to some Salesforce objects in addition to Chatter. These users can access standard Chatter people, profiles, groups, and files, plus they can:
  • View Salesforce accounts and contacts.
  • Use Salesforce CRM Content, Ideas, and Answers.
  • Modify up to ten custom objects.

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