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Insufficient Privileges Errors. when matching temporary contact to actual SF contact

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  • Insufficient Privileges Errors. when matching temporary contact to actual SF contact

    unable to assign contact to temporary contact - added - all permissions to SystemAdmin user [email protected]
    Salesforce.com Organization ID 00Dd0000000drmg permission agranted

  • #2
    Good day!

    We reviewed your instance and noticed that you have enabled "Manage Territories" in your instance. In the current version we have the issue with Territories, in the presence of Territory enabled, temporary contacts won't work. However, this issue has been already addressed. We are having release in this week and I see your instance is in queue to upgrade to latest version. Please wait for a while and it will fix with the upgrade.

    Thanks,
    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/
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    • #3
      this appears to have been fixed with the new update - thank you

      Comment


      • #4
        Good day!

        yes- we resolved the issue with the Territory Management in this release after much going back & forth with Salesforce. It was simply related to the API version.

        Please let us know if we can be of more assistance.
        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

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