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User setup

This content is for Spring ’26. Switch to the latest version for up-to-date documentation.

User administration in Consumer Goods follows Salesforce identity patterns: baseline access through profiles, refined with additive permission sets that encode each Aforza persona. That combination keeps onboarding predictable-assign the right packaged sets alongside Aforza Base, then adjust sparingly using custom profiles when you truly need tighter field-level gates.

Consult the guides below whenever you onboard new roles or audit who can see sensitive commercial data.

  • Permission sets - packaged Aforza permission sets and assignment steps
  • Profiles - when to rely on Salesforce profiles versus sets