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To create, manage dial lists, and assign agents assigned to them with Connect in Salesforce, a supervisor must have permissions to various custom objects, fields, pages and Apex classes included in the Connect package. The Connect Supervisor permission set includes all the permissions that a supervisor needs to perform their tasks in Connect in Salesforce.

What permissions does a supervisor need to use Connect in Salesforce?

You must assign the Connect Supervisor permission set to your supervisors. 

Info

 The Connect Supervisor permission set contains, amongst others, the following permissions:

  • Read Access and Edit Access to Dial List, Pending Dial Entry, Active Dial Entry, Processed Dial Entry, Dial List Processing Time, Dial List Agent and Dial Entry Call custom objects and their fields.
  • Access to the VisualForce pages for managing and working through a dial list: AutoDialBuilder, DialListAnalyzer, DialListDuplicate, DialListEdit, DialListFromReport, DialListMultiDelete, DialListUserManager, DialListWarning, ListFromContactPage, ListFromLeadPage, UploadListCSV, Dialler, DialListInfo, DiallerNavigation.