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Permission error on matching potential dupes

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  • Permission error on matching potential dupes

    we are having a couple issues with the deleting of temp contacts, but it seems to be our fault. It seems we are missing a permission. Here is the error they are getting:

    Error:
    Delete failed. First exception on row 0 with id a0ti0000003mGgyAAE; first error: INSUFFICIENT_ACCESS_OR_READONLY, insufficient access rights on object id: []


    Steps to recreate, we were in the C&P PaaS app, on the C&P Temporary Contact tab
    1. clicked on the temp contact name, which pulls up the details
    2. scrolled to bottom, to "attach to Existing Contact"
    3. Selected the row to merge with, clicked Process

    Then got the error above.

    I am guessing we are missing a permission allowing the user to delete some part of the temporary contact, because Salesforce relies on the delete permissions to do a merge.

    They do have permission to Read, Create, Edit, Delete, View All, Modify All, View Setup, Edit Setup, Delete Setup on:
    C&P Temporary Contact
    Accounts
    Contacts
    Opportunities

    Thoughts?

  • #2
    Good day!

    Please grant us login access so we can review your account.
    Please make sure to post your organization name & the Salesforce Organization ID so we know how to locate your instance. As part of the process we will also upgrade you the latest instance of our applications. If you don't wish to be upgraded please let us know otherwise we will update your instance.
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    Click & Pledge Support Department

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    • #3
      Access granted

      I think we have matched all of our dupes and deleted all of the temp contacts using an admin account. So I gave you access to our production account, but I also gave you access to our full sandbox called innovative on https://cs16.salesforce.com. There are unmatched dupes in the sandbox. And the profile I want to allow to do matches is called Fundraising and Development. the dupe matching works for Basic Administrator profile, but not Fundraising and Development.

      Oops, forgot the details. Org name = The Cara Program. ID = 00Di0000000bkb8.

      Thanks!
      Last edited by steveheye; 02-12-2015, 08:11 AM.

      Comment


      • #4
        Good day!

        We have reviewed the profile & it seems like all is in order. We also created a similar profile in our own test instance and a user with that profile could delete the temp contact.

        For us to test this further we need to have a user with that profile in your instance so can login as that user and test. Please set up a user in your instance and set the email to [email protected]

        Let us know when that user has been set up so we can request a password reset and proceed with testing.
        Regards,
        Click & Pledge Support Department

        On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

        Join us @ the educational webinars: https://clickandpledge.com/webinars/
        Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
        Are you on Salesforce? Join us at the Power of Us Hub: https://powerofus.force.com/0F980000000CjpC

        Comment


        • #5
          User created

          Hello, I created the requested user with those permissions in our Production instance. But not sure I would want this tested in our production instance by trying it out. I also created one with the same info in our Full Sandbox.

          Comment


          • #6
            Good day!

            We have reviewed & fixed the permission. Please test it.

            We tried to push a transaction but it seems like your Sandbox is not connected to a C&P Account so we could not test the end result. It should work.

            Let us know if you still have issues.
            Regards,
            Click & Pledge Support Department

            On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

            Join us @ the educational webinars: https://clickandpledge.com/webinars/
            Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
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            Comment


            • #7
              Hello,

              We will give it a test, can you tell me what you changed?

              Thanks for your help!

              Comment


              • #8
                Good day!

                We changed the permission for C&P Temp objects to allow MODIFY ALL. They were not checked.

                Click image for larger version

Name:	2328-Permission-ModifyAll.jpg
Views:	1
Size:	74.5 KB
ID:	15636

                Please let us know if it is working.
                Regards,
                Click & Pledge Support Department

                On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

                Join us @ the educational webinars: https://clickandpledge.com/webinars/
                Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
                Are you on Salesforce? Join us at the Power of Us Hub: https://powerofus.force.com/0F980000000CjpC

                Comment


                • #9
                  Perfect thanks!

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