Opportunity Manager®: Knowledge & Support
Opportunity Manager®: Knowledge & Support
Breadcrumbs

Manage Access for Salesforce Users

From the App Launcher → FM Opportunity Manager app → Opportunity Manager Configuration tab → Manage Members Tab

Manage Members Tab

On the Manage Members tab, administrators can grant current http://Salesforce.com users access to the Command of the Message and/or MEDDPICC components of the Opportunity Manager app.

To grant access to a specific user:

  1. Scroll or search for the user record in the “Search People” search engine

  2. Check the applicable “CoM User” and/or “MEDDPICC User” checkboxes to assign a license to that user

To remove access from a specific user:

  1. Scroll or Search for the user record in the “Search People” search engine

  2. Uncheck the applicable “CoM User” and/or “MEDDPICC User” checkboxes to remove a license from that user

Read-Only Licenses

On the Manage Members tab, administrators can grant Read-only licenses to current http://Salesforce.com users. Read-only licenses allow non-sales and non-customer-facing roles visibility to view, but not edit, information within Opportunity Manager.

Uploading Users in Bulk

It is possible to grant users access to Opportunity Manager in bulk. To do this, you will follow the standard bulk update process that your organization follows, and include the following tags per user license type:

Command of the Message license tag: FMOppMgr__Is_CoM_User__c

MEDDPICC license tag: FMOppMgr__Is_MEDDPICC_User__c

Read-Only license tag: FMOppMgr__Read_Only_User__c

Additional Permissions Required if Not Installed for “All Users”

Only necessary when Opportunity Manager is not installed for “All Users”

Create a New Permission Set

  1. Go to Setup > Users > Permission Sets

  2. Click “New”

  3. Add a label for the new permission set

    1. For example, “Additional Permissions for OM”

  4. Click “Save”

  5. Go to “Object Settings”

  6. The following objects need to be configured for access

    1. Opportunity Assessment Answers

    2. Opportunity Assessment Reviews

    3. Opportunity Assessments

    4. Opportunity Competitor

    5. Opportunity Differentiator

    6. Opportunity Proof Points

    7. Opportunity Relationship Maps

    8. Opportunity Value Drivers

  7. Assign the permission set to the required users