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Setting permissions for "Process" button of Temporary Contacts page

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  • Setting permissions for "Process" button of Temporary Contacts page

    Hi,

    How do I give permission to a profile to run the Process button on the Temporary Contacts page which merges the temporary contact with the existing contact?
    What object or apex class, or other needs to be permitted?

    The user is currently receiving this error:
    Error:

    Delete failed. First exception on row 0 with id a1qF0000000p0SpIAI; first error: INSUFFICIENT_ACCESS_OR_READONLY, insufficient access rights on object id: []
    The button to access is below:
    Click image for larger version

Name:	Process Temporary Contact.png
Views:	11
Size:	3.9 KB
ID:	21701

    Thanks,
    YS
    Attached Files

  • #2
    Good day,

    We have a family of permission sets for various access levels but unfortunately Salesforce does not allow for permission sets to be assigned to a "Profile". Permission Sets may ONLY be assigned to a USER. This is not something we have control over. If you wish to do this for a profile you need to assign individual object, fields, etc. permissions for view, edit, .. which is quite an elaborate process.

    The following permission sets are available:

    Click image for larger version

Name:	permissionSets.jpg
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Size:	87.8 KB
ID:	21704

    here are a few articles that may help:

    Assigning the Permission Sets to :
    Your instance is also not up-to-date. We strongly recommend that you upgrade your instance as soon as possible. If you want we can upgrade and review the installation also but we did not want to do it before asking for permission. Your instance is:

    Click image for larger version

Name:	Version.jpg
Views:	9
Size:	32.2 KB
ID:	21705


    Please let us know if we can go ahead and upgrade your instance.
    Regards,
    Click & Pledge Support Department

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

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    Comment


    • #3
      Thanks so much! That's what I was looking for.

      Comment

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