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Salesforce permission management tool
Project duration: 3 years, 2 months
Brief description
Implementation of the permission management concept for a global Salesforce CRM system
Supplement
The complexity of a globally implemented CRM solution has led to a very complicated set up of the security roles, where users had on on average around 30 assigned permission sets, out of 400. What is more, many users had cross-organizational roles, allowing them to see data from many select countries, though not all.
Subject description
The newly created tool PUMA (Platform User Management Application) provided users with a workflow to request new roles, which where then approved by their line manager and a reviewer. After a confirmation, the system would automatically assign correct permission sets. Then on, PUMA would continuously monitor assigned permissions and flag them in case of discrepancies.
Overview
- Industries pharmaceutical industry
- Specialist tasks Customer Relationship Management (CRM)
- DV tasks customised software new development
- System environment Client/Server, Cloud Computing, Internet/Intranet, organizational consulting, standard software: CRM systems
- Procedure model iterative procedure
- Databases Oracle Database
- Development/ test tools .NET Core, node.js,
- Standard software salesforce.com
Project period01.01.2017 - 29.02.2020
Contact
PTA GmbH Head Office
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D-68165 Mannheim
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