Setting Default App for Profiles

VIDEO TRANSCRIPT | Recorded: 2025-09-09 | Verify against current system state

Abstract¶

Brief demonstration video from I2C (Chirag Rati) confirming that the AANP app has been configured as the default application for specified Salesforce profiles. When users with these profiles log in, they will see the AANP app instead of the Sales app, ensuring they start in the correct customized environment.

Key Procedures¶

• Configure default app per profile in Salesforce setup
• Set AANP app as default for: service engine, service supervisor, AANP standard user, system admin, user
• Test by logging in as user with configured profile
• Verify AANP app appears on login instead of Sales app
• Create Jira ticket with configuration details

Notable Statements¶

• 0:00:00 "I have made the changes for making the AANP app default for the profiles that have been listed here."
• 0:00:22 "I am going to just test it with the Nick Gomes that is a AANP standard user."
• 0:00:27 "Currently I have been logged in as my user... the app is currently sales."
• 0:00:55 "When I try to log in as you can see when he logs in he is going to see the app AANP."
• 0:01:07 "I will be going to create a Jira ticket and I will provide all the information."

Systems & Configurations¶

Systems Mentioned¶

• Salesforce (App configuration, Profile settings)
• Jira (ticket documentation)

Specific Configurations¶

Credentials/Access Mentioned¶

• Salesforce admin access (Chirag Rati login)
• Login as feature for testing

Errors & Troubleshooting¶

No errors documented - configuration confirmation.

Transcript Gaps & Quality Notes¶

• Recording by I2C team member (Chirag Rati)
• Addressed to Srinu (AANP team)
• Demonstrates "login as" testing approach
• Jira ticket to follow with full documentation