We recommend providing all users within your Go To Market Team access to the demo data found in Walnut as all users.
Setting up Access to Walnut App
- Access App Manager:
-
- Navigate to
Setup
>App Manager
. - Find the
walnut
app and click on right arrow > selectmanage
.
- Navigate to
-
Edit Oauth Policies:
- Go to
Edit Policies
- Go to
-
Adjust Oauth Settings:
- Navigate to
Oauth Policies
>Permitted Policies
- Set to
Admin approved users are pre-authorized
- Click
Save
- Navigate to
-
Manage Profile Policies:
- Go to Profiles > Manage policies.
-
Assign Policies to Profiles:
- Assign the policies to all relevant profiles.
Setting up access to Walnut Demo data
From the Home tab, search for Permission Sets and then locate the Walnut.io User.
Click into the Walnut.io user and then click Manage Assignments.
You'll then have the option to select Add Assignment.
Select the user(s) you'd like to assign and click next.
Ensure that No expiration date is set for the user access and then press assign.
You'll then be redirected to the Assignment summary page. Click done to finalize the user permissions. If you receive an error or failure message, check to see if the user assigned still has an active account.
Once you've set up permission sets for all users, continue on to configure the Account, Contact, and Opportunity Objects.