CloudBudget 3.0
  • CloudBudget 3.0
    • 1. Installation Guide
      • 1.1 Installation
        • 1.1.1 Package Installation
        • 1.1.2 Permission Sets
        • 1.1.3 Setting up an access to the app
        • 1.1.4 Enable new LWC security system
        • 1.1.5 Generate Mock Data
        • 1.5 Analytical Data
      • 1.2 Integration
        • 1.2.1 Org Variable Setup
        • 1.2.2 Init Wizard
          • 1.2.1.1 Mapping Analytical Data - Financial Force
          • 1.2.2.2 Mapping analytics for Accounting Seed
    • 2. System Admin Guide
      • 2.1 Org Configuration
        • 2.1.1 Checking Analytical Data Mapping
        • 2.1.2 Analytics labeling and tab overrides
        • 2.1.3 Adding a new user
        • 2.1.4 Sharing rules
        • 2.1.5 Approval process Flow
        • 2.1.6 Naming Budget lines Flow
        • 2.1.7 Currency Flow
      • 2.2 Modeling Rules
        • 2.2.1 Modeling Rule
        • 2.2.2 Modeling Rule Creation/Removing
        • 2.2.3 Modeling Rule templates
          • 2.2.3.1 Templates for Accounting Seed
            • 2.2.3.1.1 Budget Lines - Cube
            • 2.2.3.1.2 Transactions - Cube
            • 2.2.3.1.3 Move Base 2022 to Rolling Forecast
            • 2.2.3.1.4 Rolling Forecast. Update plan with actuals
            • 2.2.3.1.5 Mass Update mode
          • 2.2.3.2 Templates for Financial Force
            • 2.2.3.2.1 Budget Lines - Cubes
            • 2.2.3.2.2 Move Base 2022 to Rolling Forecast
            • 2.2.3.2.3 Rolling Forecast. Update plan with actuals
            • 2.2.3.2.4 FF Reporting Balance - Cube
            • 2.2.3.2.5 Reporting Balances 2022 to Budget Lines 2023
            • 2.2.3.2.6 Mass Update mode
        • 2.2.4 Mistakes and their solution during the setup of Modeling Rules
      • 2.3 Reporting
        • 2.3.1 Report Configuration (Auto Report)
        • 2.3.2 Report Configuration (Manual Report)
      • 2.4 Styling
        • 2.4.1 CB Styles
        • 2.4.2 Styling subclusters
      • 2.5 Task Manager
        • 2.5.1 Task Queue Setup
    • 3. Guide for Fin Admin
      • 3.1 Budgeting
        • 3.1.1 Budget Lines
          • 3.1.1.1 Approval Process
          • 3.1.1.2 Using formulas
          • 3.1.1.3 Budget Allocation
          • 3.1.1.4 Excel Mirror
          • 3.1.1.5 Forecast
          • 3.1.1.6 Excel Backup
          • 3.1.1.7 Additional features
        • 3.1.2 Non-Financial Libraries
        • 3.1.3 Cluster Rules
        • 3.1.4 Calculation Rules
      • 3.2 Modeling Rules
        • 3.2.1 Data Recalculation
          • 3.2.1.1 Update Reports
          • 3.2.1.2 Update Forecast Data
      • 3.3 Reporting
        • 3.3.1 CB Reports
        • 3.3.2 Standard SF Reports
        • 3.3.3 Dashboards
    • 4. User's Guide
      • 4.1 Budgeting
        • 4.1.1 Budget Lines
          • 4.1.1.1 Using formulas
          • 4.1.1.2 Budget Allocation
          • 4.1.1.3 Forecast
          • 4.1.1.4 Additional features
          • 4.1.1.5 BM Configurations Tree
      • 4.2 Reporting
        • 4.2.1 CB Reports
        • 4.2.2 Standard SF Reports
        • 4.2.3 Dashboards
    • 5. Implementer's Guide
      • 5.1 Installation the package
      • 5.2 Determination of the budget structure
      • 5.3 Definition the analytics
      • 5.4 Creation/integration all necessary objects
      • 5.5 Org setup
        • 5.5.1 Multiply Currency (Optional)
      • 5.6 Create the budget into CloudBudget 3.0 interface
      • 5.7 Work with transactions
      • 5.8 Preparing data for reports
      • 5.9 Generate reports
      • 5.10 SF Report and Dashboard
      • 5.11 Creating a new user
      • 5.12 Setting up data access
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  1. CloudBudget 3.0
  2. 1. Installation Guide
  3. 1.1 Installation

1.1.2 Permission Sets

Previous1.1.1 Package InstallationNext1.1.3 Setting up an access to the app

Last updated 1 year ago

Add Permission sets after installation

Go to the Setup -> Users -> Permission Sets

Choose the permission set you need (for example CB User or CB Developer) and open it.

To edit the assignments list, click the "Manage Assignments" button.

Click the Add Assignments button.

Select users and click "Assign".

Confirm the users selected are correct and click "Done".