SahilM1 wrote:
Thank you so much @Shehbaz 4744 for giving clarity to my question and helping me to ask it in a more better way. Kudos and thumbs up to you!
Thank you so much @Padmakumar for your response and for your latest reply to this question, with supporting screenshots.
@Padmakumar Your latest answer helped me understand most of it in a better way. But still, there are few confusions that I have. Please answer these.
(1) I have a confusion especially between the Locker PARTICIPANT and the Locker CONSUMER. In this case, who is the BOT Developer and who is the person from the business from whom we just need their login id and password. Is the Bot Developer/Bot Runner analogous to the Locker PARTICIPANT or the Locker CONSUMER.
(2) To support the above point, let us understand from the point of view of a BOT DEVELOPER. Suppose I am a Bot Developer, and I am developing the entire logic for the bot. Now, within my bot, suppose I need to login to salesforce account, and for this I need the login credentials from the BUSINESS TEAM(who are purely from business side, and not much technically aware of A360. So, as per my understanding, I simply assign them the role of CONSUMER and ask them for USER-PROVIDED credentials, which will automatically send an email to them asking for the credentials.) (2.1) Apart from this, what are the other authorities and capabilities that a CONSUMER has (2.2) As a BOT DEVELOPER, which role/permission needs to be given to the BOT DEVELOPER. Does he require the PARTICIPANT permission, or the CONSUMER permission and why?
(3) Also, in case of Locker OWNERS, MANAGERS, PARTICIPANTS, we have the option to add USERS, but why in the case of Locker CONSUMERS, we have the option to add ROLES??? Why is the difference here in case of CONSUMERS, versus the others.
(1) I have a confusion especially between the Locker PARTICIPANT and the Locker CONSUMER. In this case, who is the BOT Developer and who is the person from the business from whom we just need their login id and password. Is the Bot Developer/Bot Runner analogous to the Locker PARTICIPANT or the Locker CONSUMER.
Ans: Locker Participant can be anyone who is creating the Credentials which are then saving inside the locker. Once they are added as Participant, they will get notification for putting the credentials in the locker. The notification will be either through mail or once they login to CR through their account, they can see it under Manage → Credentials → Credential Request. As I have mentioned in previous comment, Locker Participants can only add Credentials but won’t be able to remove.
(2) To support the above point, let us understand from the point of view of a BOT DEVELOPER. Suppose I am a Bot Developer, and I am developing the entire logic for the bot. Now, within my bot, suppose I need to login to salesforce account, and for this I need the login credentials from the BUSINESS TEAM(who are purely from business side, and not much technically aware of A360. So, as per my understanding, I simply assign them the role of CONSUMER and ask them for USER-PROVIDED credentials, which will automatically send an email to them asking for the credentials.) (2.1) Apart from this, what are the other authorities and capabilities that a CONSUMER has (2.2) As a BOT DEVELOPER, which role/permission needs to be given to the BOT DEVELOPER. Does he require the PARTICIPANT permission, or the CONSUMER permission and why?
Ans: The Business user can be considered as a Locker Participant as they are only dealing with putting credentials to the locker. But for you as BOT Developer, for testing during the development, in order to use that saved credentials, you should be having the Locker_Consumer role assigned. Similarly, the same will be required for BOT runner to access the same credentials.
Note: Here, the Locker_consumer role is a custom created one and don't mix it with the Locker Consumer part in the Locker creation.
(3) Also, in case of Locker OWNERS, MANAGERS, PARTICIPANTS, we have the option to add USERS, but why in the case of Locker CONSUMERS, we have the option to add ROLES??? Why is the difference here in case of CONSUMERS, versus the others.
Ans: Simply put, it is the AA concept. Usernames won’t be showing under Locker Consumer section, but the Roles do. For better understanding, consider the Owner, Manager and Participant as Users and Locker Consumer as role. You need to create Custom Role or can enable the mentioned features in my previous comment to an already existing custom role. Later, just add to the Consumer part.
Note: Only those Users who have this custom role assigned will be having the ability to access the credentials from the locker.
Hope this will give a better clarity.