Announcement

Collapse

Information Needed

See more
See less

processing temporary contacts

Collapse
X
 
  • Filter
  • Time
  • Show
Clear All
new posts

  • processing temporary contacts

    Hello,

    What permissions are needed for users to process temporary contacts in SFDC? We have two users who are getting error messages when they try to do this - they have CRUD on Contacts, so we are trying to figure out why they are getting the error.

    Thanks

    Celia

  • #2
    Good day Celia,

    Sorry for the delayed reply- I had to discuss your question with a couple of developers involved with various aspects of the program.

    Do you know what error they are getting?

    The program needs CRUD operations on the following objects:
    • Contact
    • Account
    • Opportunity
    • CnP Custom Objects

    The following objects need CREATE operation:
    • Case
    • Campaign
    • OpportunityContactRole

    Once we know the error message we can try to figure out what the issue is.
    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


    • #3
      Thank you for responding. They were able to resolve part of the issue, but I posted the latest error on another thread:

      http://forums.clickandpledge.com/showthread.php?t=1214

      I've advised them to upgrade their C&P version and am waiting to hear back as to whether this fixed the issue.

      Thanks

      Comment

      Working...
      X