License and Permission Assignments¶

User Licensing / Permissions¶

This area contains links to Salesforce setup pages that allow you to manually assign Skuid licenses and permission sets.

By visiting these links (or navigating the Salesforce setup UI), you may assign Skuid’s necessary permission sets to single users or to multiple users as noted in Salesforce documentation.

Org Defaults¶

This area contains tool to manage auto-assigning or auto-revoking licenses and permission sets from all new users or all deactivated users.

Profile-specific Settings¶

If you want to specify which licenses and permission sets are auto-assigned/revoked to specific profiles, you can do so by adding profile-specific rules in this section.

Once you set up a profile-specific rule, the selected licenses/permission sets are auto-assigned/revoked when any user with that profile is created/ activated / deactivated in your org.

To add a profile-specific rule:

1. Click Add within the Profile-specific settings section.

2. Start typing the name of one of your Salesforce profiles and select it from the list.

3. Check the boxes of the things you want to be auto-assigned/revoked.

   The options available in the modal mirror those described in the Org Defaults section.

4. Click Add to save the rule.

Mass assign licenses using Data Loader¶

It’s also possible to mass assign licenses to a number of end users through Salesforce’s Data Loader tool. This can be especially useful for an initial rollout, where auto-assgining licenses may not help since users are already activated.

For more information, see Salesforce’s knowledge article.

Anonymous Apex script: Mass Assign the Skuid Page Viewer Permission Set¶

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////////////////////////////////////////////////////////////////
// Assign a Skuid Permission Set to all active SFDC/AUL licenses
////////////////////////////////////////////////////////////////
PermissionSet ps = [SELECT Id, Name FROM PermissionSet WHERE Name = 'Skuid_Page_Viewer' limit 1];
List<PermissionSetAssignment> assn = new List<PermissionSetAssignment>();
List<User> users = [
  SELECT Id
  FROM User
  WHERE Id NOT IN (SELECT AssigneeId FROM PermissionSetAssignment WHERE PermissionSetId = :ps.Id)
  AND Profile.UserLicense.LicenseDefinitionKey IN ('AUL', 'SFDC')
  AND IsActive = true
  LIMIT 10000
];
for (User u : users) {
  assn.add(new PermissionSetAssignment(
    AssigneeId = u.Id,
    PermissionSetId = ps.Id
  ));
}
//system.assert(false,assn.size());
try {
//  insert assn;
    system.debug('Permission Sets Assigned => ' + assn.size());
} catch (Exception ex) {
  system.assert(false, ex.getMessage());
}

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//////////////////////////////////////////////////////////////
// Assign a Skuid Permission Set to all active Skuid licensees
//////////////////////////////////////////////////////////////
PermissionSet ps = [SELECT Id, Name FROM PermissionSet WHERE Name = 'Skuid_Page_Viewer' limit 1];
List<PermissionSetAssignment> assn = new List<PermissionSetAssignment>();
String APP_NAMESPACE_PREFIX = 'skuid';
List<User> users = [
    SELECT Id
    FROM User
    WHERE Id NOT IN (SELECT AssigneeId FROM PermissionSetAssignment WHERE PermissionSetId = :ps.Id)
    AND Id IN (
            SELECT UserId
            FROM UserPackageLicense
            WHERE PackageLicense.NamespacePrefix = :APP_NAMESPACE_PREFIX
        )
    AND IsActive = true
    LIMIT 10000
];
for (User u : users) {
    assn.add(new PermissionSetAssignment(
            AssigneeId = u.Id,
            PermissionSetId = ps.Id
    ));
}
//system.assert(false,assn.size());
try {
//  insert assn;
    system.debug('Permission Sets Assigned => ' + assn.size());
} catch (Exception ex) {
    system.assert(false, ex.getMessage());
}

Skuid Sample Page: License Management¶

If you commonly need to see an overview of active Skuid licenses within your org, consider implementing this License Management sample page in your Salesforce org.

Non-Skuid users will still access standard layouts¶

If you use the tutorials for overriding tabs in Salesforce, (either using page assignments or direct visual force page overrides) users without Skuid licenses or privileges will still be able to access the standard salesforce layouts.

In Salesforce Setup, make Pages and Page Assignments Public Read Only¶

Potential error messages¶

• SObject row was retrieved via SOQL without querying the requested field: skuid__Page__c.skuid__MasterPage__r  An unexpected error has occurred. Your solution provider has been notified.

  This often shows if a user does not have the Skuid Page Viewer permission set. If a builder sees this message, verify they have the Skuid Page Viewer permission set assigned to them.

• It’s possible for a builder to see a variety of field relationship request errors in the Composer if the Skuid Page Builder is not assigned. If a builder sees error messages similar to the shortened examples below, verify they have the Skuid Page Builder permission set assigned to them.

  • A Skuid Model, 'page', requested a Field with relationship name ...
  • A Skuid Model, 'pageBuilder_SelectedVersion', requested a Field with relationship name ...
  • A Skuid Model, 'pgs__NewPage', requested a Field with relationship name ...
  • A Skuid Model, 'versions', requested a Field with relationship name ...
  • A Skuid Model, 'ClonePageData', requested a Field with relationship name ...

If you have other Apex triggers¶

Due to Salesforce restrictions regarding setup object operations, Skuid’s triggers may not function well in combination with other user-creation triggers. If Skuid’s triggers and your triggers are grouped as a single transaction, you may see unexpected behaviors or your licenses and permissions may not assign properly.

If you have existing user-creation triggers, or wish to implement additional triggers, consider one of the following alternatives:

• If you “own the code” for the additional triggers, consider placing setup object DML statements within future methods to ensure that they run within a separate transaction.
• If you do not wish to use future methods, consider writing your own auto-licensing and permission granting functionality into new or existing functions. This will give you greater control over how and when licenses are assigned and will reduce the likelihood of undesired results.

Trouble viewing pages in Skuid on Salesforce?¶

You’ve created an app, built multi-featured pages, and deployed to give your users access. (Congratulations!) Except…they can’t see the pages. What’s up with that?

Below are a few issues that might be preventing a user from viewing pages. Is the user assigned a Skuid license or subscription?

1. In the Salesforce Setup pane, navigate to Build > Installed Packages.
   • Does the User have Skuid installed?
   • Do they have the correct version installed?
2. To see which IDs are licensed to use Skuid in the user’s dev org, click Manage License.

Managing licenses in sandboxes

In Salesforce sandbox orgs, you are given a site license, which means there’s no need to assign licenses to sandbox users. However, when you deploy to a production org, it’s critical to make sure all intended users have Skuid licenses. Users who were able to access the page in the sandbox will not be able to see it in production unless they have an assigned license/subscription.

Prefer to limit your Skuid licenses in a sandbox, to more accurately test your deployment? Doing so allows you to assign and test licenses for a more realistic view of how your licensing assignments work within your configuration. To limit licenses, make the request to salesops@skuid.com, with your sandbox org ID and the number of licenses you’d like to activate for that org.

Does the user have the correct permission set?

To view a Skuid page, they need to have the Skuid Page Viewer Permission set enabled.

1. In the Salesforce Setup pane, navigate to Administer > Manage Users > Users.
2. Click on the appropriate user
3. Under Permission Set Assignments, check to see that they have Skuid Page Viewer assigned.
4. If not, click Edit Assignments:
   • Select the Skuid Page View permission set from the Available Permission Sets list on the left and use the Add/Remove buttons to add them to the Enabled Permission Sets list on the right.

Are the Skuid pages public?

If the page is not public, only designated profiles, such as other Admins, can see it. Note: Skuid pages and page assignments are, by default, always private. Unless you changed this setting when you were building pages in the sandbox, deployed pages and page assignments will always need to be made public.

1. In the Salesforce Setup pane, navigate to Administer > Security Controls > Sharing Settings.
2. Under Sharing Settings, check that Page and Page Assignment are both set to Public Read Only.
3. If not, click Edit:
   • Update the settings for Page and Page Assignment.
   • Click Save.

Does the user’s profile have access to the VisualForce pages associated with the Skuid pages?

To view a Skuid page, they need to have the Skuid Viewer Permission set.

1. In the Salesforce Setup pane, navigate to Administer > Manage Users > Profiles.
2. Click on the appropriate profile(s)
   • Enabled Visualforce Page Access, check to see that the page(s) are enable.
3. If not, click Edit:
   • Select the page(s) from the Available Visualforce Pages list on the left and use the Add/Remove buttons to add them to the Enabled Visualforce Pages list on the right.

Does the user’s profile have appropriate access to the objects or entities?

1. In the Salesforce Setup pane, navigate to Administer > Manage Users > Permission Sets.
2. In the Find Settings search field at the top, enter the name of the object and select it from the dropdown list.
3. Click Edit.
   • Scroll to Object Permissions and (Standard, Custom, and/or External, depending upon the object you are giving permissions to) and select the permissions for that object.
4. Click Save.

Have page assignments been set up correctly, and buttons and links been over-ridden?

Need help with this? Check out the topic on Page Assignments.