ImBlaze Web Portal > STEP 4
ImBlaze users need to be assigned a Customer Community Salesforce license based profile. Depending on your use case and existing Salesforce usage, you could choose to use an existing community profile or create new profiles for ImBlaze.
Non-Regional Profile - This profile is to be assigned to students, educators and coordinators who need access to only data from their own schools.
Regional Profile - This profile is to be assigned to students, educators and coordinators who belong to a district and opportunities are shared between schools in the district.
Note:
Depending on the use case, you may need both of these profiles or either one.
The terms "Non-Regional Profile" and "Regional Profile" are used generically to refer to the corresponding non-regional and regional profiles within the organization. Whenever these terms are mentioned, please substitute them with your specific profiles.
The term "ImBlaze profiles" is used to refer broadly to the profiles you choose for ImBlaze, whether they are newly created or pre-existing, and whether they are regional or non-regional.
If you decide to create new profiles :
Clone the standard Salesforce Customer Community User profile to create ImBlaze profiles.
Go to Setup
Type Profiles in the Quick Find box.
Search Profiles.
Click on the Customer Community User profile.
Click Clone and create an ImBlaze profile.
Note: For scenarios requiring two profiles, start by establishing one profile and then perform Step 2 to grant the required permissions to the custom profile. Afterward, duplicate this custom profile to form the second profile.
Ensure that the specific object access, record type access, and administrative privileges are configured for the ImBlaze profiles. This process guarantees that the users associated with these profiles have the necessary access to the objects and record types needed for the proper functioning of ImBlaze.
To add access to required objects , follow the steps below.
Go To Setup
Search Profiles in Quick Find box
Go to Profiles
Click open the new Community Profile you created above in step 1.4.
Click on Object Setting in Apps section.
Click open the corresponding objects ( listed in Step 8).
Click Edit and verify the object permissions.
Ensure that the profile has the following permissions on the listed objects.
Account (Read, Edit)
Contact (Read, Create, Edit)
Holidays (Read)
Internships (Read)
Internship CTE (Read, Create, Edit, Delete)
Internship Opportunity Types (Read, Create, Edit)
School CTE (Read, Create, Edit, Delete)
School Internship (Read, Create, Edit)
School Opportunity types (Read, Create, Edit)
Compliance(Read, Create, Edit, Delete)
Compliance Type Maps(Read, Create, Edit, Delete)
9. Click Save once access is provided to all the above-mentioned objects.
Note: While performing the above steps, consider disabling the Enhanced UI for Profile settings. This will prevent the need for individual clicks into different objects. After the task is complete, you can re-enable the settings. To disable the Enhanced UI, navigate to Set Up -> Quick Find box (enter "User Management Settings") -> Disable "Enhanced Profile User Interface".
TODO: The above path does not work. [Done]
Go To Setup
Search Profiles in Quick Find box
Go to Profiles
Click open the new Community Profile you created above in step 1.4.
Click Edit
Scroll down to Standard Object Permissions
Check Checkboxes for below objects
Account (Read, Edit)
Contact (Read, Create, Edit)
Scroll down to Custom Object Permissions
Check Checkboxes for below objects
Holidays (Read)
Internships (Read)
Internship CTE (Read, Create, Edit)
Internship Opportunity Types (Read, Create, Edit)
School CTE (Read, Create, Edit, Delete)
School Internship (Read, Create, Edit)
School Opportunity types (Read, Create, Edit, Delete)
Compliance(Read, Create, Edit)
Compliance Type Maps(Read, Create, Edit)
Click Save
Go To Setup
Search Profiles in Quick Find box
Go to Profiles
Click open the new Community Profile you created above in step 1.4.
Click on Object Setting in Apps section.
Click open the Compliance and Compliance Type Maps.
Click Edit and verify the object permissions.
Scroll Down To Field Permissions.
Check Read Access and Edit Access for above Objects in Field Permissions.
Click Save
Perform the below steps for the ImBlaze custom objects Internship and TimeLog to assign record types and pagelayout assignment to the record types.
Go to Setup.
Search Profiles in Quick find box.
Click on Profile you created in step 1.4.
Click on Object Settings in Apps section.
Click on Internships
Click on Edit.
Go to Record Types and Page Layout Assignments section.
Check Assigned Record Types checkboxes for Opportunity and Suggestion.
Click Save.
For Time logs object repeat steps 1-4
5. Click on Time Logs
6. Click on Edit.
7. Go to Record Types and Page Layout Assignments section.
8. Check Assigned Record Types checkboxes for Internship, Mentored Project and Moment.
9. Assign page layout as below
Internship -> Time Logs Layout
Mentored Project -> Project Time Log Layout
Moment -> Moment Time Log Layout
Click Save
The following Administrative privileges needs to be granted for the ImBlaze profiles.
Go to Setup.
Search Profile in Quick Find box.
Click on Profile you created in step 1.4.
Click on System Permissions.
Click Edit.
Check Apex REST Services and API Enabled.
Click Save.
During the installation of the package for All Users, all custom permissions included in the package are assigned to the ImBlaze profile, leading to functional issues for Students. Therefore, we need to remove these permissions to prevent any further functional issues.
Go to Setup.
Search Profiles in Quick find box.
Click on ImBlaze Profiles.
Click on Custom Permissions.
Click Edit .
Select All Custom Permissions with imblaze namespace from Enabled Custom Permission section and put them into Available Custom Permissions section.
Click Save.
Clone the ImBlaze profile you configured in Step 2 to create the second ImBlaze custom profile.
Go to Setup
Click on Quick Find box.
Search Profiles
Click on the profile you created and configured in Step 2.
Click on Clone.
Add Profile Name
Click Save