I have a Salesforce user who is not able to Add Primary Campaign based on Item SKU in the Campaign --> Custom Primary Campaign Source Setting section of C&P Settings. She has edit access to all C&P Campaign and Custom Question fields in Salesforce. Can you offer any suggestions on how I can adjust her CRED rights via permission set to make this mapping option visible/accessible for her in C&P Settings?
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Salesforce user cannot Add Primary Campaign based on Item SKU in C&P Settings
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csweeney
Please grant us login access and our team will review the permission sets assigned to the user. Most issues with permission are resolved if the right permission set is assigned. We have created these custom permission sets to address the many variations of use cases.
You may want to see: https://support.clickandpledge.com/s...ermission-sets
If we have access and know the user that has the issue we will be able to easily fix it for you.Regards,
Click & Pledge Support Department
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Thank you for the prompt response. I granted access earlier today with my update assistance request. You should be all set. The user is Sarah Tang and I created a permission set for her hoping I could resolve the matter. It is called 'C&P Setting Campaign Mapping'. Please let me know if you have any questions that might better guide your investigation.
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Good day @csweeney
The permissions seems to be good. Would you please ask the user to share a screenshot of the issue so that we can better assist you?
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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Here is the screenshot from my colleague and her description of the issue:
When I hit edit on the line for item SKU -- look up campaign -- aux; a get a pop up to create add a new campaign rather than editing the existing one, but the drop down doesn't not contain the option for item SKU. The available options I have are Campaign SKU, Form SKU, Is Recurring, Tracker, Matching Gift.
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Good day @csweeney
We are trying to find the Sarah Tang user but are unable to locate it now. Have you removed her User? Would you please share the user profile name so that we can continue to review it?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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