Enable Access to the Transact for Salesforce App

   PlatformApplicable to all products in Temenos Journey Manager.  |   All Personas |  All versions This feature is related to all versions.

You can give user profiles access to the Transact for Salesforce App pages using the Salesforce App Menu.

To enable access to the TTransact for Salesforce App:

  1. Under App Setup, click Create > Apps.
  2. Under Apps, click Edit next to the Transact App.
  3. Under Assign to Profiles on the App Edit Page, select the user profiles that you wish to give access to the Transact for Salesforce App.
  4. Click Save to update the changes.

Next, learn how to group forms using form categories