The SharePoint Integration for Salesforce, powered by Mitratech CaseCloud, includes predefined permission sets. These permission sets can be assigned to Salesforce users to control access and available functionality within the SharePoint Connector.
What permission sets are available for Salesforce users?
Mitratech CaseCloud provides multiple predefined permission sets that determine which actions Salesforce users can perform when using the SharePoint integration. The following permission sets are included in the managed package:
| Permission Set Name | Description |
|---|---|
| SharePoint Admin | Grants full access to all SharePoint Connector features, including SharePoint Setup and configuration. |
| SharePoint User | Enables standard user functionality within the SharePoint Connector with read-only access to SharePoint Setup. |
| SharePoint Read-Only | Restricts all SharePoint Connector functionality to read-only access. |