Creating Persona Assignments

Updated 3 months ago by Copado Solutions

To create a persona assignment, follow the steps below:

  1. Navigate to the Personas related list.
  2. Click on New User Persona Assignment.
  3. Fill in the required information. The status must be set to Draft.
  4. A release manager can set up approval processes as necessary. Once the status is set to Approved, the assignment will be processed.
The assignment is only processed on record update - not on record insertion.


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