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Handling Field-level Security after Installing for Admin Only

 

Unfortunately, Salesforce doesn’t allow Managed Packages to include permission sets for custom fields on standard objects. This means if you’ve installed for Admins Only, the “RIO Inventory Permission” permission set we have included with RIO Inventory will not give access to all the required fields.

 

If possible, it would be simplest to uninstall the product and then reinstall the product for All Users. However, we understand that this may not be an option. In that case, we have prepared a list of our custom fields that need to be added to a permission set for any users of RIO Inventory. For information on creating permission sets, you can check here.

 

 

  • Account
    • Default Location – Read/Edit
  • Assets
    • Serial Number External – Read/Edit
  • Product
    • Available – Read
    • Batch/Serial Type – Read/Edit
    • Batch Assignment Method – Read/Edit
    • Cost Tracking – Read/Edit
    • Default Location+ – Read/Edit
    • Defauly Unit Cost – Read/Edit
    • Inventory Product Code+ – Read/Edit
    • Inventory Status+ – Read/Edit
    • (v3.7+) IPC matches Code – Read
    • (v3.7+) IPC matches Name – Read
    • (v3.7+) IPC matches SKU – Read
    • Is Non Inventory Item+ – Read/Edit
    • Low Inventory Threshold – Read/Edit
    • On Hand – Read/Edit
    • Reserved – Read/Edit
    • (v3.6+) SKU – Read/Edit
  • Opportunity
    • Allow Backorders – Read/Edit
    • Default Location – Read/Edit
    • Default Location Method – Read/Edit
    • Lock – Read/Edit
    • Probabilty % for Commit – Read/Edit
    • Probability % to Reserve – Read/Edit
    • Tracking Number – Read/Edit
  • Opportunity Product
    • Account Default Location – Read
    • Inventory Availability – Read
    • Inventory Item – Read/Edit
    • Inventory Status – Read
    • Opportunity Default Location – Read
    • Opportunity Default Location Method – Read
    • Opportunity Probability – Read
    • Product2Id – Read
    • Product2Id Ref – Read/Edit
    • Product2Id Lookup – Read/Edit
    • Product Default Location – Read
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