Configure Community User Permissions on the Grantee Portal When Using Benchmarks

Make sure your grantseekers, grantees, and System Administrators have access they need to standard and custom objects and fields supporting the Benchmarks feature.

Note Salesforce is retiring foundationConnect. As part of this product retirement, the ability to renew subscriptions to this product will end on January 31, 2025, and the product will be deactivated on January 31, 2026. Grantmaking is available as a new product option. Learn more in Grantmaking and contact your Account Executive with any questions.

Configure the Grantee Portal community user object and field permissions if you are using Benchmarks by editing the community user profile. Here's how to configure these permissions.

Click then Setup.
Enter Profiles in the Quick Find Box, then click Profiles.
Click the Profile Name of the Grantee Portal community user. For example, click fC Partner Community User .
Click Edit.
To configure an object's permissions, scroll down to the object and specify the minimum object permissions then click Save.
To configure field-level security, scroll down to the Field-Level Security section and click View on the object you want to configure.
Click Edit.
Specify the minimum field-level security permissions, then click Save.

Note These tables document the minimum object and field access recommended for Benchmarks in foundationConnect. Without these permissions in place, your users may experience errors. If you have additional fields added in a field set, those fields will need permissions as well. Make sure to review Configure Community User Permissions on the Grantee Portal for additional permission recommendations.

Benchmark Permissions
Review the minimum required access for the Benchmark object in foundationConnect.
Benchmark Update Permissions
Review the minimum required access for the Benchmark Update object in foundationConnect.
Recommendation Permissions
Review the minimum required access for the Recommendation object in foundationConnect.

Benchmark Permissions

Review the minimum required access for the Benchmark object in foundationConnect.

Note Access to the Benchmark object and its fields are required only if you are using Benchmarks.

Object Permissions

Permission Name	Enabled
Read	√
Create
Edit	√
Delete

Field Permissions

Field Label	Field Name	Read Access	Edit Access
Benchmark Type	FGM_Base__Benchmark_Type__c	√
Completed	FGM_Base__Completed__c	√
Completion Date	FGM_Base__Completion_Date__c	√
Description	FGM_Base__Description__c	√
Due Date	FGM_Base__Due_Date__c	√
Include in Agreement	FGM_Base__Include_in_Agreement__c	√
Number Goal	FGM_Base__Number_Goal__c	√
Organization	FGM_Base__Organization__c	√
Percentage Goal	FGM_Base__Percentage_Goal__c	√
Request Number	FGM_Base__Request_Number__c	√
Request Update on Report	FGM_Base__Request_Update_on_Report__c	√
Required	FGM_Base__Required__c	√
Status	FGM_Base__Status__c	√	√

Benchmark Update Permissions

Review the minimum required access for the Benchmark Update object in foundationConnect.

Note Access to the Benchmark Update object and its fields are required only if you are using Benchmarks.

Object Permissions

Permission Name	Enabled
Read	√
Create	√
Edit	√
Delete

Field Permissions

Field Label	Field Name	Read Access	Edit Access
Amount Update	FGM_Base__Amount_Update__c	√	√
Benchmark	FGM_Base__Benchmark__c	√	√
Completed	FGM_Base__Completed__c	√	√
Date Updated	FGM_Base__Date_Updated__c	√	√
Grantee Report	FGM_Base__Grantee_Report__c	√	√
Long Narrative	FGM_Base__Long_Narrative__c	√	√
Number Completed	FGM_Base__Number_Completed__c	√	√
Number Update	FGM_Base__Number_Update__c	√	√
Percentage Completed	FGM_Base__Percentage_Completed__c	√	√
Percentage Update	FGM_Base__Percentage_Update__c	√	√

Recommendation Permissions

Review the minimum required access for the Recommendation object in foundationConnect.

Note Access to the Recommendation object is required only if you are using Benchmarks.

Object Permissions

Permission Name	Enabled
Read	√
Create	√
Edit	√
Delete