How do I create a Campaign Calendar Permission Set?

Beginning with version September 2013 - 1.43, Campaign Calendar comes with two pre-made permission sets to help you extend access to your users. Read more about how to grant permissions using these permission sets here. If you are on an earlier version of Campaign Calendar and would like to create your own permission set, follow the instructions below.

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Did you know it is possible to grant access to Campaign Calendar without modifying a profile? Using the Permission Sets feature (available in EE, UE, and DE) you can set-up permissions one time and add & remove to users as needed without modifying their individual profile. Permission Sets are a collection of settings and permissions that give users access to functionality without changing their profile. This is perfect if you chose Admin only access on your initial install of Campaign Calendar and now want to open up access to additional users without modifying profiles.

Set aside 15 - 30 minutes for this one-time set-up, and follow the steps below to get started. Here are three Permission Sets we recommend:

Campaign Calendar – Standard Access

  1. Click Your Name | Setup | Manage Users | Permission Sets.
  2. Click New.
  3. Enter the label: Campaign Calendar – Standard Access
  4. Enter the description: Campaign Calendar user with full Read, Create, Edit, and Delete permissions to Campaigns.
  5. Select -None- for the user license.
  6. Click Save.
  7. Click Assigned Apps.
  8. Click Edit.
  9. Select CAMPAIGNCAL.Campaign Calendar and add to the Enabled Apps box.
  10. Click Save.
  11. Switch Assigned Apps drop-down to Object Settings.
  12. Click Campaign Calendar.
  13. Click Edit.
  14. Select Visible for Tab Settings.
  15. Click Save.
  16. Click Campaigns.
  17. Click Edit.
  18. Check Enabled for Read, Create, Edit, Delete object permissions.
  19. Switch top drop-down from Object Settings to Apex Class Access.
  20. Click Edit.
  21. Select all classes that start with ‘CAMPAIGNCAL’ and add to Enabled Apex Classes box.
  22. Click Save.
  23. Switch top drop-down to Visualforce Page Access.
  24. Click Edit.
  25. Select all classes that start with ‘CAMPAIGNCAL’ and add to Enabled Visualforce Pages box.
  26. Click Save.

Campaign Calendar – Full Access with Campaign Colors

  1. Click Your Name | Setup | Manage Users | Permission Sets.
  2. Click New.
  3. Enter the label: Campaign Calendar – Full Access with Campaign Colors
  4. Enter the description: Campaign Calendar super user with full Read, Create, Edit, and Delete permissions to Campaigns and also global Campaign Colors access.
  5. Select -None- for the user license.
  6. Click Save.
  7. Click Assigned Apps.
  8. Click Edit.
  9. Select CAMPAIGNCAL.Campaign Calendar and add to the Enabled Apps box.
  10. Click Save.
  11. Switch Assigned Apps drop-down to Object Settings.
  12. Click Campaign Calendar.
  13. Click Edit.
  14. Select Visible for Tab Settings.
  15. Click Save.
  16. Click Campaigns.
  17. Click Edit.
  18. Check Enabled for Read, Create, Edit, Delete object permissions.
  19. Click Save.
  20. Click Campaign Colors.
  21. Click Edit.
  22. Check Enabled for Read, Create, Edit, Delete, View All, Modify All object permissions.
  23. Click Edit for all fields in the field permissions.
  24. Click Save.
  25. Switch top drop-down from Object Settings to Apex Class Access.
  26. Click Edit.
  27. Select all classes that start with ‘CAMPAIGNCAL’ and add to Enabled Apex Classes box.
  28. Click Save.
  29. Switch top drop-down to Visualforce Page Access.
  30. Click Edit.
  31. Select all classes that start with ‘CAMPAIGNCAL’ and add to Enabled Visualforce Pages box.
  32. Click Save.

Campaign Calendar – Read Only

  1. Click Your Name | Setup | Manage Users | Permission Sets.
  2. Click New.
  3. Enter the label: Campaign Calendar – Standard Access
  4. Enter the description: Campaign Calendar read-only user with Read permissions to Campaigns.
  5. Select -None- for the user license.
  6. Click Save.
  7. Click Assigned Apps.
  8. Click Edit.
  9. Select CAMPAIGNCAL.Campaign Calendar and add to the Enabled Apps box.
  10. Click Save.
  11. Switch Assigned Apps drop-down to Object Settings.
  12. Click Campaign Calendar.
  13. Click Edit.
  14. Select Visible for Tab Settings.
  15. Click Save.
  16. Click Campaigns.
  17. Click Edit.
  18. Check Enabled for Read object permissions.
  19. Switch top drop-down from Object Settings to Apex Class Access.
  20. Click Edit.
  21. Select all classes that start with ‘CAMPAIGNCAL’ and add to Enabled Apex Classes box.
  22. Click Save.
  23. Switch top drop-down to Visualforce Page Access.
  24. Click Edit.
  25. Select all classes that start with ‘CAMPAIGNCAL’ and add to Enabled Visualforce Pages box.
  26. Click Save.

Assigning Permission Set

  1. Click Your Name | Setup | Manage Users | Users.
    Select a user.
  2. In the Permission Set Assignments related list, click Edit Assignments.
    Select the Campaign Calendar – Full Access permission set from the Available Permission Sets box and click Add.
  3. Click Save.
Finally, you will want to ensure your users also have the Marketing User permission selected. This permission is located on the individual's user record and is not a profile permission therefore not a part of the permission set.

Enable User Record with Marketing User permission

  1. Click Setup > Manage Users Select User Name.
  2. Click Edit.
  3. Check Marketing User checkbox.
  4. Click Save.

You can also open up access to Campaign Calendar by Modfiying Profiles. – an easy way to grant access to Campaign Calendar to a set of users assigned to one profile.

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