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How to: Deploy SimpleImport and Managed Import to Users in your Organization

by Callum Hurry Support

Overview

SimpleImport has three main implementation paths:

  1. SimpleImport (requires API Enabled) [Premium, Free]
  2. Managed Import with API Enabled (requires API Enabled)
  3. Managed Import with Apex Rest Services (requires Apex REST Services but not API Enabled)

Different paths require their own dedicated permissions which need to be assigned to the user/profile in Salesforce to leverage functionality. This article has been broken down to provide you with all the permissions required for your desired approach.


SimpleImport [Premium, Free]

Apex, Visualforce and Custom Settings

The user/profile will need access to all Apex Classes with the prefix:

  • pw_si__ [Premium]
  • pw_sifree__ [Free]

The user/profile will need access to the following Visualforce Pages:

  • pw_si__SimpleImport [Premium]
  • pw_sifree__SimpleImport [Free]

The user/profile will need access to the following Custom Setting Definitions:

  • SimpleImport Settings [Premium, Free]
  • Curated Import Settings [Premium]

Managed Import (with API Enabled or with Apex REST Services) [Premium Only]

Apex, Visualforce and Custom Settings

The user/profile will need access to all Apex Classes with the prefix:

  • pw_si__

The user/profile will need access to the following Visualforce Pages:

  • pw_si__SessionIdPage

The user/profile will need access to the following Custom Setting Definitions:

  • SimpleImport Settings
  • Curated Import Settings

License Allocation [Premium, Free]

After deployment to production, a licenses must be allocated to each users.

This can be managed in Setup | Installed Packages | Manage Licenses next to SimpleImport.

API Enabled or Apex REST Services? [Premium Only]

For Managed Import, if there is the option to use the solution with API Enabled, then this is recommended. For some implementations, API Enabled is not preferred, such as community implementations. For these cases, Apex REST Services must be enabled on the profile as the fall back option.

Contact Us

If you have followed this article and are still experiencing issues with configured SimpleImport or Managed Import, reach out to support@provenworks.com where a member of the team will be happy to assist.