Skip to content

Permission Sets

Overview

  • Permission Set Name: MoveData_Commerce_Extensions
  • Label: MoveData Commerce Extensions
  • Activation Required: No
  • Purpose: Grants users the minimum permissions to objects accessed as part of the MoveData Commerce Extension Flows

Description

This permission set provides the necessary field-level and object-level permissions for users who need to execute MoveData Commerce Extension Flows. It is designed to grant minimal access required for commerce integrations whilst maintaining security best practices. The authorised user for MoveData should be assigned this permission set to enable proper flow execution and data processing for ticketing, event management, and e-commerce functionality.

Object Permissions

Account

  • Read Access: Yes
  • Create/Edit/Delete: No/No/No
  • View All Records: Yes
  • Modify All Records: No

Contact

  • Read Access: Yes
  • Create/Edit/Delete: No/No/No
  • View All Records: Yes
  • Modify All Records: No

Opportunity

  • Read Access: Yes
  • Create/Edit/Delete: Yes/Yes/Yes
  • View All Records: Yes
  • Modify All Records: Yes

Product2

  • Read Access: Yes
  • Create/Edit/Delete: Yes/Yes/No
  • View All Records: No
  • Modify All Records: No

Apex Class Access

This permission set grants access to the following Apex classes required for commerce functionality:

Class Name Purpose
MoveDataCommerceInstallHandler Handles commerce extension installation
MoveDataCommerceInstallHandlerTest Test class for installation handler
NpspCopyGauBetweenCampaignsFlowProxy Campaign GAU copying functionality
NpspCopyGauBetweenCampaignsFlowProxyTest Test class for GAU copying
NpspCreateCampaignMemberProxy Campaign member creation
NpspCreateCampaignMemberProxyTest Test class for campaign member creation
NpspInitialiseCampaignMemberProxy Campaign member initialisation
NpspInitialiseCampaignMemberProxyTest Test class for campaign member initialisation

Field Permissions

Account Fields

Field Read Edit Purpose
movedata__Protect_Name__c ✓ ✓ Controls name field protection during processing

Contact Fields

Field Read Edit Purpose
movedata__Protect_Name__c ✓ ✓ Controls name field protection during processing

Campaign Fields

Field Read Edit Purpose
MoveData Custom Fields
movedata__Campaign_Code__c ✓ ✓ Campaign identification code
movedata__Platform_Key__c ✓ ✓ External platform key for matching
movedata__Platform__c ✓ ✓ Platform identifier
movedata__Protect_Campaign_Parent__c ✓ ✓ Campaign parent relationship protection
movedata__Protect_Name__c ✓ ✓ Name field protection
Standard Campaign Statistics (Read-only)
ActualCost ✓ - Campaign actual costs
AmountAllOpportunities ✓ - Total opportunity amounts
AmountWonOpportunities ✓ - Won opportunity amounts
BudgetedCost ✓ - Budgeted campaign costs
ExpectedRevenue ✓ - Expected campaign revenue
NumberOfContacts ✓ - Campaign contact count
NumberOfConvertedLeads ✓ - Converted lead count
NumberOfLeads ✓ - Campaign lead count
NumberOfOpportunities ✓ - Campaign opportunity count
NumberOfResponses ✓ - Campaign response count
NumberOfWonOpportunities ✓ - Won opportunity count
NumberSent ✓ - Campaign communications sent
Hierarchy Statistics (Read-only)
HierarchyActualCost ✓ - Hierarchical actual costs
HierarchyAmountAllOpportunities ✓ - Hierarchical opportunity totals
HierarchyAmountWonOpportunities ✓ - Hierarchical won opportunity amounts
HierarchyBudgetedCost ✓ - Hierarchical budgeted costs
HierarchyExpectedRevenue ✓ - Hierarchical expected revenue
HierarchyNumberOfContacts ✓ - Hierarchical contact counts
HierarchyNumberOfConvertedLeads ✓ - Hierarchical converted lead counts
HierarchyNumberOfLeads ✓ - Hierarchical lead counts
HierarchyNumberOfOpportunities ✓ - Hierarchical opportunity counts
HierarchyNumberOfResponses ✓ - Hierarchical response counts
HierarchyNumberOfWonOpportunities ✓ - Hierarchical won opportunity counts
HierarchyNumberSent ✓ - Hierarchical communications sent

Opportunity Fields

Field Read Edit Purpose
Amount ✓ ✓ Opportunity amount
Description ✓ ✓ Opportunity description
movedata__Platform_Key__c ✓ ✓ External platform key for matching
Type ✓ ✓ Opportunity type classification

OpportunityLineItem Fields

Field Read Edit Purpose
Description ✓ ✓ Line item description
Discount ✓ ✓ Applied discount amount or percentage
ListPrice ✓ - Standard list price (read-only)
Platform_Key__c ✓ ✓ External platform key for matching
ProductCode ✓ - Product code identifier (read-only)
ServiceDate ✓ ✓ Date of service delivery
Subtotal ✓ - Line item subtotal (read-only)
TotalPrice ✓ - Line item total price (read-only)

Product2 Fields

Field Read Edit Purpose
Description ✓ ✓ Product description
DisplayUrl ✓ ✓ Product display URL
Family ✓ ✓ Product family classification
Platform_Key__c ✓ ✓ External platform key for matching
ProductCode ✓ ✓ Product code identifier
Protect_Name__c ✓ ✓ Product name protection
QuantityUnitOfMeasure ✓ ✓ Unit of measure for quantities
StockKeepingUnit ✓ ✓ SKU identifier