How to Configure Sync Panel Viewing Permissions Using Component Filters

    SALESFORCE

    This article describes how to configure Sync Panel component viewing permissions on a Salesforce object view, using the component's advanced filters.

    You might need to configure viewing permissions if the Exalate app has been installed for the Admins only. In this case, the users will not be able to use Exalate but the Sync Panel will still be visible to them, showing up the error message.

    To avoid such situations, you can configure viewing permission for the Exalate Sync Panel component and hide it from specific groups of users.

    1. Open a Salesforce object with the Exalate Sync Panel component on

    If you have not added a Sync Panel to any object yet, check out How to add a Sync panel to Salesforce first.

    2. Click Setup icon > Edit page

    You will be redirected to the Lighting App builder where you can manage the look of the certain object page by adding or removing components.

    3. Click anywhere on the Exalate component area

    4. Click Add Filter on the right sidebar

    Here you can add as many filters as you need to configure the component.

    5. In the New Filter panel click Advanced

    6. Click the Select button

    7. Select a field type User

    8. Select Profile

    9. Select Name

    10. Review your selection and click Done

    11. In the Operator field choose Contains

    12. In the Value field type System Administrator

    13. Click Done

    14. Click a Save button on the top right corner of the page

    The Sync panel on this specific object type will now be only visible to the System administrators.

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