Guide

Assign permission sets

Give admins, managers, and everyone else the access Sojourn needs.

Salesforce admin About 5 minutes Since 1.0

Sojourn ships three permission sets. Give each person the one that matches what they do.

Permission set	Give it to	What it allows
Sojourn Admin	Admins who configure tracking	Create, edit, and delete all Sojourn records, including Tracked objects, Tracked fields, Goals, and queue business hours. Includes the Sojourn Admin custom permission.
Sojourn Manager	People who report on intervals	Read all intervals and interval summaries, and read Goals and tracking configuration.
Sojourn User	Everyone who should see intervals	Read intervals, Goals, and Tracked objects.

The objects and rights each one grants are listed in Reference: Permission sets.

Assign in Setup

1. In Setup, open Permission Sets.
2. Select the permission set, then Manage Assignments, then Add Assignment.
3. Choose the users and select Assign.

Assign with the Salesforce CLI

sf org assign permset --name Sojourn_Admin --target-org my-sandbox

Often missed. Reports join intervals to Cases, Leads, and Opportunities. A manager also needs read access to those records to see them in a joined report.

You are done when

• Each person has exactly one Sojourn permission set.
• An admin sees the Tracked Objects tab; a manager sees Intervals and Interval Summaries.

Updated in 1.0 This page changes in the same pull request as the feature it describes.