Users must be assigned a license to run Oneflow for the Salesforce application. They must also have permission to use the Oneflow for Salesforce app, read access to the fields configured in the Data Fields setting, and the Run Flows permission.
NOTE The Run Flow permission is not required for users with the admin role. |
Licenses
To learn how to assign licenses, see the Manage Licenses section of the Oneflow Configuration page.
If more licenses are required, please contact your CSM or reach out to our support team.
Permission sets
The easiest way to ensure users have the necessary permissions is to assign one of the permission sets included with the Oneflow for Salesforce application.
- Oneflow Administrator – gives permissions required to create, view contracts, and configure application settings.
- Oneflow User – gives permissions required to create and view contracts.
Run Flows
Users are required to have the Run Flows permission enabled. This can be granted per profile or collectively by creating a new permission set with Run Flows or modifying an existing one.
The Run Flows permission is available at the profile level under General User Settings or System Permissions in Permission Sets.
Data fields
When creating a contract, users must have access to all the fields selected in Data Configuration for Opportunity, Account, Contact, and User.
To ensure users can access all necessary fields, check the field-level security for each field or create a corresponding permission set with access to those fields.
Delete contracts
Contract owners can delete their contracts. However, only admin users are allowed to delete signed contracts.