Hi Ilene,
Salesforce did not send you to us because the issue had to do with us.
updating
Salesforce Reports reports on the data that is in their platform. The data is there - they simply told you it was our issue because our app adds that data . But it is Salesforce Security that is controlling which of those records are exposed in their reports and which are not - and it should be their responsibility to support that.
But setting that aside - your issue is that your user was unable to see the report created for data records in two objects: the C&P Transaction object and the Opportunity object.
The most recent release of Salesforce began enforcing certain security at the field level - meaning that not only did users have to be able to 'create', 'read', 'update', and 'delete' Opportunities in general, in addition - they needed 'create', 'read', 'update', and 'delete' permissions for every individual field on the Opportunity.
There are several 'native' fields on the Opportunity that the Connected User and any users that process Temporary Contacts must have permission for, and we cannot programmatically add these to a permission set. These are: Account Name, Amount, Lead Source, Primary Campaign Source, & Quantity.
I'll post back later today the screenshot of where these are changed in the post-installation, so you can review and decide which profiles to remove them from, and if you like, you can create your own permission set to open up those specific native fields.
Sincerely, Amanda
C&P Customer Advocate
Salesforce did not send you to us because the issue had to do with us.
updating
Salesforce Reports reports on the data that is in their platform. The data is there - they simply told you it was our issue because our app adds that data . But it is Salesforce Security that is controlling which of those records are exposed in their reports and which are not - and it should be their responsibility to support that.
But setting that aside - your issue is that your user was unable to see the report created for data records in two objects: the C&P Transaction object and the Opportunity object.
The most recent release of Salesforce began enforcing certain security at the field level - meaning that not only did users have to be able to 'create', 'read', 'update', and 'delete' Opportunities in general, in addition - they needed 'create', 'read', 'update', and 'delete' permissions for every individual field on the Opportunity.
There are several 'native' fields on the Opportunity that the Connected User and any users that process Temporary Contacts must have permission for, and we cannot programmatically add these to a permission set. These are: Account Name, Amount, Lead Source, Primary Campaign Source, & Quantity.
I'll post back later today the screenshot of where these are changed in the post-installation, so you can review and decide which profiles to remove them from, and if you like, you can create your own permission set to open up those specific native fields.
Sincerely, Amanda
C&P Customer Advocate
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