【MakeLeaps for Salesforce】Allocation Management

Salesforce Settings

  1. Click on “Settings” in the upper right

2. Select “Manage” > “User Management” > “Permission Set” from the left menu

3. Click “MakeLeaps User”(or on the new permission set made in “Edit Permission Set”)
4. Click on “Allocation Management”

5. Click “Add Allocation”

6. Select the user that will use MakeLeaps and click on “Allocate”
*For users that will not use MakeLeaps, they will not be displayed if you make no allocation here.

7. Confirm Completion Message

8. Click “Finish”