From 764045b3963ede47729768dec0241edccc83f39e Mon Sep 17 00:00:00 2001 From: Shari Carlson <43869072+sharicarlson13@users.noreply.github.com> Date: Sat, 15 Jun 2024 19:22:13 -0500 Subject: [PATCH] Update index.md --- docs/Installation/index.md | 6 +++--- 1 file changed, 3 insertions(+), 3 deletions(-) diff --git a/docs/Installation/index.md b/docs/Installation/index.md index 64ebbdc..9173278 100644 --- a/docs/Installation/index.md +++ b/docs/Installation/index.md @@ -30,9 +30,9 @@ Before selecting what users you want to install for, consider the types of users - Need read access to all objects -### Selecting Users to Install for +### Selecting Users to "Install for" In the installation process, when selecting what users to install for, you have 2 options: -* Install the package for Admins only and then complete the Permission section below to open up permissions for all users/profiles who need to access to edit and/or invoke rollups (outlined below) +* Install the package for Admins only and then complete the "Assigning Permission Set" section below to open up permissions for users/profiles who need to access to edit and/or run rollups
OR
* Install for all users (no additional steps needed, however all users will have full access to all dlrs objects) @@ -62,7 +62,7 @@ Use the links below to install into a Professional Edition of Salesforce: **Production & Developer Edition Orgs:** [https://login.salesforce.com/packaging/installPackage.apexp?p0=04t5p000001E8vdAAC](https://login.salesforce.com/packaging/installPackage.apexp?p0=04t5p000001E8vdAAC) -Note: Only the Process Builder calculation mode is compatible with the Professional Edition because of the use of Apex Triggers in all other calculation modes. +Note: Only the `Invocable by Automation` (called Process Builder in versions prior to 2.21) calculation mode is compatible with the Professional Edition because of the use of Apex Triggers in all other calculation modes. ![Process Builder Sharing Mode](https://raw.githubusercontent.com/wiki/afawcett/declarative-lookup-rollup-summaries/images/Process-Builder-Sharing-Mode.PNG)