Overview:

To ensure you have access to all the custom objects, fields, pages, and components in Zumzum Financials, you will need to add the Zumzum Financials Administrator permission set to your user profile and other Salesforce Administrators that will manage Zumzum Financials. Add the Zumzum Financials Administrator permission set to your user account by navigating to Setup, entering Permission Sets in the Quick Find box, and selecting Permission Sets. Select the Zumzum Financials Administrator permission set, click on the Manage Assignments button, choose the relevant users to add to the permission set, click Assign, and then click Done.

Additionally, you need to grant access to a standard Salesforce Account object field called “Account Number” to your user account and any other users. From the management settings for the Account object, go to the fields area, select the Account Number field, click View Field Accessibility, specify the field’s access level for each profile in your organisation, and click Save. By following these steps, you can ensure proper configuration and access to essential components in Zumzum Financials.

Add the Zumzum Financials Administrator permission set to your user account

1. From Setup, enter Permission Sets in the Quick Find box, then select Permission Sets. 
2. Select the Zumzum Financials Administrator permission set.
3. Click on the Manage Assignments button.
4. Select the relevant users you would like to add to the permission set, then click Assign.
5. Click Done.

Grant Access To The Standard Salesforce Account Object Fields

You will also need to grant access to a standard Salesforce Account object field called “Account Number” to your user account and any other users. 

1. From the management settings for the Account object, go to the fields area.
2. Select Account Number field you want to modify.
3. Click View Field Accessibility.
4. Specify the field’s access level for each profile in your org.
5. Click Save. 

Learn more about company setup in Zumzum Financials and configure your corporate organisation settings.