If you decide not to use the standard profiles you might find the following descriptions useful when deciding which permissions to grant.
Key: * – Redundant or deprecated in this release; BR – Users need access to commit bank reconciliations; CR– Users need access to perform currency revaluations
| Custom Object | Master Object | Description | |
|---|---|---|---|
| Accounting Summarization | Accounting Summarization | An internal object that stores data generated by the summarization process. | |
| Dataview | Dataview | Stores object metadata that will be used for online inquiries. | |
| Dataview Action | Dataview | Stores details of an action that has been enabled on a dataview Defines the object data that Action Views can interrogate. This can be one or more objects.. |
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| Dataview Field | Dataview | Stores details of a field that has been added to a dataview. | |
| Dataview Join | Dataview | Stores details of a relationship join between a secondary object and the primary object in a dataview. | |
| Dataview Join Filter | Dataview Join | Stores the expression that serves as a filter to restrict the data included by a dataview join. | |
| Dataview Transpose Item | Dataview Field | Stores a value that will be used to populate a transposed field. | |
| Action View Enables you to inquire on FinancialForce Reporting data and any other data held on the Salesforce platform. Uses dataviews, related content panes, and action view templates. Template |
Action View Template | Stores a template that is associated with a dataview for the purpose of running action views. | |
| Action View Template Column | Action View Template | Stores details of a column that has been added to an action view template Specifies the dataview that you are inquiring on.. |
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| Action View Template Column Filter | Action View Template | Stores the expression that determines what data is retrieved in a column when running an action view. | |
| Action View Template Column Formula | Action View Template | Stores the formula associated with a column on an action view template. | |
| Action View Template Common Name | Action View Template | Stores the common name Provides context when drilling in Action Views. associated with a column on an action view template. |
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| Action View Template Filter | Action View Template | Stores the expression that determines what data is retrieved when a template is used in action views. | |
| Action View Template RCP | Action View Template | Stores the list of related content panes Shows various types of information in the action view results, for example address and contact information, tasks and chatter posts associated with the account. Some information is editable. that can be made available on an action view template. |
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| Action View Template Sign Filter | Action View Template | Stores the expression that determines whether numbers are displayed with reverse signs in action views. | |
| Action View Template Sort Item | Action View Template | Stores the default sorting and grouping options for the display in action views. | |
| Action View Template Transpose Drills | Action View Template | Stores the action view templates that have been associated with a transposed column. The templates will be used when drilling The ability, in an Action View, to left-click or right-click on a cell and open a new results tab displaying more analysis of the row clicked on.. |
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| ActionViewTemplateExcludedAction | Action View Template | Junction Object to store dataview actions that are excluded from the actions inherited by an action view template from the dataview it is attached to. | |
| RCP Peer | Action View Template RCP | Stores the list of related content panes that can be made available on an action view template. | |
| Related Content Pane | Related Content Pane | A Related Content Pane is secondary supporting information for use in action views or similar. | |
| Related Content Pane Component | Related Content Pane Tab | Components are discrete pieces of functionality that may reside on a Related Content Pane. | |
| Related Content Pane Tab | Related Content Pane | A tab that exists on a Related Content Pane. | |
| Summarization Log | Summarization Template | Stores log information for the summarization batch process. | |
| Summarization Run Information | Summarization Template | Holds information about the last time a summarization template was built. | |
| Summarization Template | Summarization Template | Stores settings to use for data summarization. | |
| Summarization Template Field Process | Summarization Template | Stores the method by which information in a field will be aggregated. |