SFDC Support

CO users setup
Radescu Horatiu/ October, 2013

Copyright 2013 Hewlett-Packard Development Company, L.P. The information contained herein is subject to change without notice.

Activities in scope for SFDC support

The regional Admins from SFDC support only the user

creation cases and issues regarding the user setup

All the other cases regarding Customer Ops should be

reassigned to the Advance Admin team.

Copyright 2013 Hewlett-Packard Development Company, L.P. The information contained herein is subject to change without notice.

How to setup a CO user

When setting up a CO user, you need to follow the same

procedure we use when creating a standard new user, with
a few differences depending on what type of CO user you
need to set up.

There are 4 types of CO users:

Contract Admin (no access to opportunities needed)
CARS user (owner of opportunities)
Contract Admin with access to opportunities needed (not owners of
opportunities)
Copyright
GBS 2013
Skillset
Admin
Hewlett-Packard
Development Company, L.P. The information contained herein is subject to change without notice.

SFDC Fields value depending on type of

users

Type of user
Fields in
SFDC

Contract admin (FO or CARS

(owner of
BO)

(no access to opportunity opportunities)

needed)

Contract admin with

access to
opportunity needed

GBS Skillset Admin

(not owner of
opportunities)

Profile

Customer Ops

Sales Rep

Sales Rep

Role from
role
hierarchy

from TS/SW CO role

hierarchy see next slide

from TS/SW Sales

role hierarchy see
next slide

from TS/SW CO role

from TS/SW CO role
hierarchy see next slide hierarchy see next slide
Need to have a role above
all users for which they
will manage skillset admin

Service
Cloud User

yes

yes

yes

yes

Permission
set

Single Sign-On

Single Sign-On
CO Sales Rep
Permission Set

Single Sign-On
CO Sales Rep
Permission Set

Single Sign-On
CO Mgmt/Lead
Permission Set

Renewal
Eligiblity

Not eligible

Eligible

Not eligible

Not eligible

CO WW Public Group

CO WW Public Group

[blank]

Technology Support

Technology Support

[blank]

Public Group [blank]

[blank]

Customer Ops

Thank you

Copyright 2013Hewlett-Packard Development Company, L.P. The information contained herein is subject to change without notice.