How Does Salesforce Professional Edition Affect Installing the Managed Package?
Last updated: November 12, 2026
Salesforce Professional Edition can't assign Ambition's permission sets automatically during the install. Once the Managed Package is installed, a Salesforce admin has to add four permission sets to each user by hand.
Required permissions:
The System Administrator profile in Salesforce is required to assign permission sets.
Assign the Permission Sets
Install the Managed Package.
In Salesforce, go to Setup --> Users --> Users.
Click on the user's name.
Under Permission Set Assignments, click on Edit Assignments.
Add Ambition Product Access, Ambition Data Access, Ambition Report Instances, and Ambition Report Instance Chunks.
Click on Save.