Creating User Management Templates

You can create user management templates from the Custom Metadata Types page in Salesforce setup. To create a user management template:

  1. Click Setup | Develop | Custom Metadata Types.
  2. Click Manage Records next to User Management Template.
  3. Click New.
  4. Enter a label for the template.
  5. Enter a unique name for this template in the User Management Template Name field.
  6. Click Save.
  7. Add the User Management Template Data to be included in the template.

Adding User Management Template Data to a Template

To add user management template data to a template:

  1. On the Salesforce Custom Metadata Types page, click Manage Records next to User Management Template Data.
  2. Click New.
  3. Enter a label for the template data.
  4. Enter a unique name for this template data in the User Management Template Data Name field.
  5. Enter the label of the template to which this user management template data belongs or click the lookup icon Salesforce Lookup Icon magnifying glass to search for it.
  6. Enter the label of the plugin that is to apply the user management template data or click the lookup icon Salesforce Lookup Icon magnifying glass to search for it:
    • If the template data is a permission set, enter "UMT_PermissionSets".
    • If the template data is a package license, enter "UMT_PackageLicenses".
    • If the template data is an Accounting company, enter "UMT_AccountingCompanies".
    • If the template data is for a custom plugin, enter the label of the user plugin record that is to apply the item. See Using Custom Plugins.
  7. Enter the value of the data that is to be set using the user management template data.
    • If the item is a permission set enter the API name of that permission set. For example, for the FDN Common Concepts - Company permission set, enter "ERPCommonConceptsCompany".
    • If the item is a package license, enter the namespace of the package for which you want to assign licenses. For example, for Foundations, enter "fferpcore".
  8. Click Save.

Using Custom Plugins

FinancialForce Foundations is supplied with the Package Licenses and Permission Sets plugins that apply licenses and permission sets to users. You can create your own ApexClosedSalesforce's object-oriented, on-demand programming language. class to create or update items when the Apply User Information job runs.

To use your own Apex class, create a record for it in the FDN Plugin custom metadata type:

  1. On the Custom Metadata Types page, click Manage Records next to the custom metadata type FDN Plugin.
  2. Click New.
  3. Enter a label for the plugin.
  4. Enter a unique name for this plugin in the FDN Plugin Name field.
    1. Enter the name of the Apex class to use for this plugin
  5. Click Save.