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Access permissions, custom objects and menu bars


Apsona's feature set is available with all Salesforce objects, both built-in and custom objects. Apsona automatically detects all the available custom objects and fields, and lets your system administrator choose and configure the ones that should be visible and accessible to each user profile.

Apsona maintains a list of configurations, one for each Salesforce user profile. The configuration for a user profile contains:

There is one default configuration that will apply to any user profile that does not have its own configuration. As a system administrator, you can edit any existing configuration or create new ones by cloning and editing existing ones. Using the editing interface, you can control the objects that the user can see via Apsona, and the menu items available to the user in the top menu bar.


Why is a configuration needed?

If your user profile does not have an associated Apsona Configuration, the Default Configuration will apply, and will only show a set of standard objects and fields. Moreover, the Default Configuration cannot be edited, so you will be unable to use any of the objects that are not included in the Default Configuration. So we recommend that you create a Configuration for each Profile that will use Apsona.

Creating a configuration

To create a configuration, you can use the following steps.
  1. Click the Configurations item in the Settings menu.
  2. The list of configurations appears. Click the one you wish to clone, and the details of that configuration appear in the right pane. Click the "Clone" button.
  3. A popup window appears. Here you can set the configuration name and the profile for which it is to be used. You can also use the check boxes to set the access permissions for the user.
  4. The popup also contains a list of all available objects on the left side, and the visible objects on the right side. You can drag objects between the two sides to determine the ones you wish to be visible to the user.
  5. Click the Next button to determine the menu bar layout. Here you will see the list of visible objects (that you chose above) in the left pane, and the list of menu bar objects, in order, in the right pane. Here again, you can drag objects between the left and right sides to arrange the menu bar as needed. The top-to-bottom order of objects in the right pane determines the left-to-right order objects that the user will see in their menu bar. Some notes:
    • If you chose not to make a particular object visible, you will not see it in the left pane.
    • When you are cloning an existing profile, you may see objects on the right (menu bar) pane that are shown in red, indicating that they are not visible and therefore should not be in the menu bar.
    • The editor will check that the menu bar is valid, i.e., any object in the menu bar has been marked visible. It will not let you save an invalid configuration.
  6. Finally, click the Save button to enable the new configuration. It will take effect the next time a user with that profile uses Apsona for Salesforce. If you wish to have the changes take effect immediately, click the Settings - Clear cache menu item.