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Error connecting 3rd party integration to salesforce due to "missing components"

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  • #16
    Perc-BRC

    It is good to keep in mind that our permission sets can ONLY assign permission to our objects and not standard objects. When the connected user is NOT an administrator, our permission sets cannot possibly assign the right permissions to the standard fields and objects.

    The field that had the permission missing for this user was the C&P Contact alias object:

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    This Contact object has a master detailed relationship with our alias object.

    If the user is an admin user this issue will not arise. If you have other problems please let us know as we have to backtrack all missing permissions to the standard objects.
    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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    • #17
      But C&P Contact Alias IS one of your objects and this user has CRED on Contacts, so how come they didn't get permission with the permission set? It's not at all best practice to make an integration user a system administrator, so if there were instructions for this scenario and all the things I guess we will have to check, that would be great. Thanks

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      • #18
        Good day @Perc-BRC

        Yes, that is correct but it has master details of the standard object and we can't append permission to the permission set when doing the packaging which is the reason we can't include the alias object to the permission set.
        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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        • #19
          That's fine, thanks. Seems to be working now.

          If there had been clear instructions for setup, we could have all saved a ton of time. I have searched your site on every possible phrase I can think of and come up with nothing. Back in the day there used to be very clear, ableit long, install instructions, but now they seem gone. The only thing I see now is to ask you to do it, but sometimes scheduling and launch plans are such it's easier and even required that we just do it ourselves instead of waiting for at least a day for your reply and having to organize what you do and don't do to layouts, and often longer than just a day. If all you are doing is some permissions adding and messing with layouts, certainly a clear doc on what to do would allow experienced people to just keep moving instead of waiting around for an install AND reduce your overhead? Thanks.

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          • #20
            We have taken down the post-installation steps from the Manual. The post-installation steps are quite detailed and as such we always do it for all. Our experience shows that it takes us (Click & Pledge) a lot longer to debug any mistakes than to do it from the start.

            If someone goes and upgrades their account from many releases back and they do not go and find out what releases they are skipping they will not be aware of the post-installation steps that may be needed.

            When we help our clients we see what version they are on and what needs to be done to make sure their apps do not fail. Please note that Salesforce has quarterly releases and their API and behavior changes and as such we are forced to have updates to ensure compatibility. We offer a free service to make sure you have the easiest experience.

            We have clients that have not upgraded or updated their accounts for over a year.. do you think they will follow and proceed with post-installation?

            Now imagine their instance breaking because they did not follow all release notes-- how are we to find out which steps they have skipped? Of course, it will take time and we always fix it. I just want to make sure you see things from our point of view as well and why we do not tell our clients how to do it themselves.
            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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            • #21
              THe whole point of release notes is to track needed changes, therefore I would assume that I have to review the release notes of every release I have missed if I am jumping releases. But whatever, I don't really need to understand your whole reasoning and long backend story, and I am more than aware of the Salesforce release complications. I just need to know that I can recommend this product to my clients and that they will be able to maintain it without waiting forever or spending weeks of back and forth. From here on in we can't assume that we can do the install for clients and set this product up easily without a lot of fussing, despite having a staff of experts with years of experience on the platform, and we will have to build several days into our rollouts and pause work mid-flow for you to do the setup every install and update, and we will evaluate every project to determine if giving that kind of access and time delay is worth it to each client.

              Thank you

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