System Admin Configuration Guide

Setting Up InPoll Admin Configurations in Salesforce

This guide will walk you through setting up InPoll Admin Configurations in Salesforce. Follow the steps below:

Step 1: Clone the InPoll Admin Permissions

• Navigate to the Salesforce Setup and click on "Setup".

  
  

• Search for Permission Sets and click on it.

• Click on I from the alphabet search.

• Click on the Clone button located before the 'InPoll Admin Permissions' label.

• Change the Label Name from 'InPoll Admin Permissions' to 'InPoll Admin Permissions Clone'.

• Change the API Name from 'InPoll_Admin_Permissions' to 'InPoll_Admin_Permissions_Clone'.

• Click the Save button.

Step 2: Manage Assignments

• Click and Open the 'InPoll Admin Permissions Clone'.

• Click on Manage Assignments.

• Click the Add Assignment button.

• Select the System Admin user (or any other user type you prefer).

  
  

• Click the Next button.

• Click the Assign button.

• Click the Done button.

Note: There are three user types: all users, system admin, or both. By default, InPoll will be set up for only the system admin user.

Step 3: Configure InPoll App Visibility

• Click on the App Manager and search for InPoll.

• If you don't see InPoll, go to Quick Find and search for the Profile section.

  
  

• Click on S from the alphabet search.

• Edit the System Admin profile.

• Under Custom App Settings, search for InPoll (InPoll_App_Lightning).

• Select the Default radio button.

• Move to the Tab Settings section.

• Search for Surveys and set it to Default On.

• Set Dashboard to Default On as well.

• Click the Save button.

Step 4: Add Dashboard to Navigation Items

• Click on the App Manager and search for InPoll.

  
  

• If the Dashboard tab is not visible, go to Salesforce Setup.

• Navigate to the Salesforce Setup and click on "Setup".

• Search for App manager and click on it.

  
  

• Search for InPoll and click Edit.

• Click on Navigation Items.

• Search for Dashboard in the Available Items and move it to the Selected Items.

• Optionally, If 'Home' is present in the Selected Items list, you may choose to remove it.

• Click the Save button.

By following these steps, you'll have successfully set up and configured InPoll Admin Permissions in Salesforce.

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