View All Custom Settings in Salesforce: Critical Update and Manual Configuration Change
Salesforce has implemented a critical update aimed at enhancing security against malicious applications, aligning with its secure-by-default strategy. This update, scheduled to take effect automatically on January 3, 2020, impacts various Salesforce integrations, including Natterbox’s CTI (Computer Telephony Integration) due to restrictions on accessing custom settings essential for the Natterbox CTI component.
The rollout of this update has been delayed by Salesforce, acknowledging the significant impact on multiple apps. As a response, Salesforce has introduced a new configuration setting to address the issue and grant necessary permissions to authorized applications.
Impact on Salesforce Features
The security update not only affects Natterbox’s CTI but also limits access to features such as call recordings within Salesforce.
Manual Configuration Change Required
Administrators must manually configure Salesforce settings to accommodate this update. The Winter '20 release introduces a new profile permission setting specifically for users of Natterbox CTI:
Permission to Enable: View All Custom Settings
This critical setting is configurable within custom profiles and permission sets. It ensures the continued functionality of the CTI by granting users access to CTI configuration data stored in the application’s custom settings, without compromising security or sharing data across other applications.
Please note that the View All Custom Settings permission is not configurable within Natterbox's default NBVC BasicUser permission set. However, administrators can apply this setting using custom permission sets for streamlined application across all users.
Implementation Instructions
To avoid disruptions to CTI functionality after the critical update, ensure that the View All Custom Settings permission is enabled for all user profiles associated with Natterbox CTI. Failure to do so will render CTI features inaccessible, preventing users from making or receiving calls via the Natterbox app.
For further assistance or inquiries, please reach out to Natterbox support or refer to the linked Salesforce release notes.