Enable an Apex Class on a Clone Permission Set

Important: The information in this article is only applicable if you are using the Lightning UI. 

The Salesforce critical update that is scheduled for release in Winter 21 enforces security on the underlining Apex classes that are referenced by the Lightning components used in Accounting Seed. This means that in order to avoid “Error 500” warning messages regarding not having access to certain Apex classes, on all permission sets that users are assigned to in your Salesforce organization (org), the following Apex classes must be enabled:

Note: Each permission set that is used by your company will need to be cloned before you can enable the Apex classes. 

• BillingApplyCreditMemoHelper
• BuildProductController (only applicable if you have the ERP package installed)
• CashReceiptApplyHelper
• ExpenseReportHelper
• FinancialSuiteUtils
• GLAccountCurrentBalanceController
• LedgerManagerController
• LookupHelper
• PaymentActivityACHStatus
• PayrollFileImport
• TimeCardHelper

Note: The following Apex classes from the above list are only applicable if you have already installed the Iris release:

• BillingApplyCreditMemoHelper
• CashReceiptApplyHelper
• ExpenseReportHelper
• TimeCardHelper

Important: The steps below to clone a permission set and enable Apex classes should be performed in your Salesforce Winter 21 sandbox prior to performing in your Salesforce Winter 21 production environment. 

Clone a Permission Set(s)

1. Click the Gear and select Setup.
   
   
   
   
2. From the Quick Find search textbox, enter Permission Sets. Then, select the Permission Sets hyperlink.
   
   
   
   
3. Under the Action column, click Clone for the first Permission Set Label name that you want to clone.
   Note: A clone will need to be created for each permission set that is used by your company.
   
   
   
   
4. Enter a new Label name, API Name and Description for the clone permission set.
   Note: In the sample screen below, the word “Clone” was added to the end of the Label name and the API Name for the selected permission set. Additionally, the word “clone” was also added to the Description.
   
   
   
   
5. Click Save. The newly cloned permission set displays in the list.
   
   
   

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Enable Apex Classes on a Clone Permission Set(s)

1. Click the hyperlink for the newly cloned permission set.
   
   
   
   
2. Click Apex Class Access.
   
   
   
   
3. Click Edit.
   
   
   
   
4. Select and Add each of the following Accounting Seed Apex classes to the cloned permission set.
   Note: The Apex classes will need to be added to each permission set that you cloned (all permission sets being used by your company).
   Note: Remember that the BillingApplyCreditMemoHelper, CashReceiptApplyHelper, ExpenseReportHelper, and TimeCardHelper classes are only applicable if you have already installed the Iris release.
   
   1. BillingApplyCreditMemoHelper
   2. BuildProductController (only applicable if you have the ERP package installed)
   3. CashReceiptApplyHelper
   4. ExpenseReportHelper
   5. FinancialSuiteUtils
   6. GLAccountCurrentBalanceController
   7. LedgerManagerController
   8. LookupHelper
   9. PaymentActivityACHStatus
   10. PayrollFileImport
   11. TimeCardHelper
       
       
       
       
5. Click Save. The Apex Class Access displays for each selected class on the cloned permission set.
   
   
   
   
6. To assign the cloned permission set(s) with the enabled Apex classes, click Manage Assignments.
   
   
   
   
7. Click Add Assignments.
   
   
   
   
8. Click the checkbox to select each username that you want to assign to this clone permission set.
   
   
   
   
9. Click Assign. A message displays to indicate the permission set has been assigned.
   
   
   
   
10. Click Done.

Notes:

• With the Accounting Seed Jasmine release, the process of enabling Apex classes on permission sets will not be necessary, as this will automatically be included with the release. 
• After the Jasmine release has been installed, you can delete the clone permission sets.

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