How to Manage User Permissions in Exalate for Salesforce

    This article describes how to grant users permission to use Exalate on Salesforce. 

    When installing Salesforce from the AppExchange marketplace you can choose whether to install the app for all the users, admins only, or some specific profiles. 

    If you later change your mind, you can grant permissions to specific user profiles to use Exalate. 

    Follow the steps below to assign Exalate Admin permissions:

    1. Go to Setup -> Users -> Permissions sets -> Exalate Admin.

    2. Click Manage Assignments.

    3. Click Add Assignments.
    4. Select a user you want to give permissions to and click AssignExalate admin permissions to grant access to the Exalate console. With Exalate user permissions, a user can only access the sync panel.

    5. Click Done.