Sweep Managed Package – Permission Sets
The Sweep managed package introduces various components as part of its features, including:
Custom Objects & Fields – Data structures used by the package.
Apex Classes & Triggers – Custom logic executed by the package.
Lightning Components – UI elements enhancing user experience.
Page Layout Settings – Custom page layouts for optimized data display.
Named Credentials – Secure authentication for external integrations.
Custom Metadata Types – Configuration settings stored as metadata.
To ensure all Sweep functionalities run correctly, the package automatically creates two permission sets upon installation:
1. Sweep Funnels User
The Sweep Funnels User permission set is automatically created as an empty set when the managed package is installed. This permission set will be dynamically updated when deploying a configuration with freshly created fields that were created in Sweep.
💡 Note: If fields were created in an org and then fetched to Sweep, a user should manually add the relevant fields permissions to the Funnels permission set to prevent permission validation failures.
Automatic Permission Assignments Examples:
Deploying a new rollup that creates a new field → Grants read/write access to the created rollup field.
Creating a new field and deploying from the Fields Management Panel → Grants read/write access to the created field.
💡 Note: If a process is configured to run in System Mode instead of User Mode, these permissions are not enforced.
2. Sweep MP User
The Sweep MP User permission set is automatically created upon installation. It is continuously updated to include the latest permissions based on new features and capabilities introduced in Sweep.
⚠️ Mandatory Assignment:
All users executing any Sweep functionality must be assigned this permission set to ensure proper access and prevent permission validation failures.
Permissions Included in Sweep MP User
Apex Classes Access – Grants execution rights for Sweep’s custom logic.
Custom Metadata Types Access – Allows access to metadata configurations.
Custom Objects & Fields Permissions – Enables interaction with Sweep’s data structures.
External Credential Access – Authorizes secure authentication for external services.