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  • Permissions required for connected user?

    We're trying to switch our connected user to a new user assigned one of the new Integration Only profiles. We've added the 2 "Connected-User-ONLY" permission sets listed in this article, as well as a permission set with CRUD (and view all and modify all) access to Accounts, Contacts, Opportunities, Campaigns, and Campaign Members - including edit access to all fields on each object.

    However, when trying to connect to Salesforce via that user, we receive the error: "You do not have the level of access necessary to perform the operation you requested. Please contact the owner of the record or your administrator if access is necessary. For more information, see Insufficient Privileges Errors.​"

    It seems that a user needs more permissions that what are outlined in that article - would you please provide some guidance?

    I did switch the connection back to my user record for now. Org ID 00D1I0000003SD0, access granted.

    Thank you.

  • #2
    Good day @jillifoss

    We reviewed the "Salesforce API Only System Integrations"​ profile and noticed that it doesn't have Standard Object Permissions and Class Library permissions in the profile which are required to communicate with CONNECT. Please use the profile which has the above-mentioned permissions so that it works for the integration.
    Last edited by CnP.Support.AM; 05-01-2023, 06:29 AM.
    Regards,
    Click & Pledge Support Department

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

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    • #3
      Hi there,

      My apologies, I'm still confused. The help article lists the following requirements for the connected user: "The Connected User's Profile needs to be able to create, read, and update Accounts, Contacts, Opportunities, Campaigns, and Campaign Members, and the User must have the following permission sets :
      • PS-CnP-PaaS-Connected-User-ONLY
      • PS-CnP-Event-Connected-User-ONLY"
      The user we set up has both permission sets, and a permission set we created with create/read/update access to Accounts, Opportunities, Campaigns, and Campaign Members (as required). The user has the standard object permissions and class library permissions (based on what was outlined in the article), so I'm confused what other permissions they need. Please advise.

      Comment


      • #4
        Good day @jillifoss

        One of our developers reviewed your instance and assigned the Class Library permission set to the user. Would you please try to establish the connection with that user now and let us know if that doesn't work?
        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

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        • #5
          Thank you.

          I tried establishing the connection with that user, and received the same error. I suspect that C&P needs to make some adjustments that will allow customers to use the free integration licenses for their C&P user too?

          Thanks again.

          Comment


          • #6
            Update: this is now an URGENT issue. I tried to connect to Salesforce using my Salesforce credentials, and received the message in Connect:
            "Sorry but we are unable to establish connection to your Salesforce instance. This may be due to a number of factors such as an out-date installation or missing components. Please grant Click & Pledge support access to your Salesforce account and contact support for review of your instance. Read more...​"

            It was connected via my credentials previously with no problem. Please advise ASAP!

            Comment


            • #7
              Good day @jillifoss

              Would you please try to establish the connection now with your user and let us know if that works?
              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

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              • #8
                Strange - I tried again, it popped up the Salesforce allow access screen, I clicked Allow, then received the same error in Connect as in my last post.

                Comment


                • #9
                  jillifoss

                  Would you please try with both of the users and let us know if it works?
                  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

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                  • #10
                    Integration user still had the first issue: Click image for larger version

Name:	image.png
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ID:	66328
                    And my user had the second issue: Click image for larger version

Name:	image.png
Views:	26
Size:	34.5 KB
ID:	66329

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                    • #11
                      Would you please create a user for us with the integration user profile so that we can check the integration? set the email to: [email protected]
                      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

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                      • #12
                        Hi there, I added a user with that email (and username [email protected].2). However, the integration users aren't really able to log in..

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                        • #13
                          jilliann

                          May I ask that you try this again?

                          Your account is now connected.
                          Regards,
                          Click & Pledge Support Department

                          Join us @ the educational webinars: https://clickandpledge.com/webinars/
                          Live Support- read more: https://support.clickandpledge.com/s/article/general-information-live-support/

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                          • #14
                            Thank you. Can you please advise why the integration user didn't work initially? I will be setting this up for other customers.

                            Also, I'd like to adjust the email address for the integration user so it's linked to an email they have access to - can I just switch to using the integration user originally set up, or will I need to rely on you to click the link in the email that gets sent confirming the change in email for a Salesforce user?
                            Last edited by jillifoss; 05-03-2023, 03:10 PM.

                            Comment


                            • #15
                              jillifoss

                              There was an issue in the login portal that was resolved.

                              An update was made early this morning, as we are getting ready for final testing of Click & Pay and it created an issue with new fields. Sorry for the trouble & inconvenience.

                              The problem was it was working with our TEST instances but not in production so it was not detected.

                              Keep us posted & again sorry for the inconvenience. We are trying to release Click & Pay in June.. all hands are on keyboard
                              Regards,
                              Click & Pledge Support Department

                              Join us @ the educational webinars: https://clickandpledge.com/webinars/
                              Live Support- read more: https://support.clickandpledge.com/s/article/general-information-live-support/

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