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C&P Temporary Contacts Insufficient Privileges

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  • C&P Temporary Contacts Insufficient Privileges

    Since upgrading to the latest release, some users are getting Insufficient Privileges errors. They have the PS-CnP-PaaS-ONLY-TemporaryContact permission set, access to the VisualForce page, read/create/edit access to Opportunities and Campaigns. But are getting the following message at the top of the screen when they open a Temporary Contact:
    Errors
    Insufficient privileges - CREATE: Opportunity.TotalOpportunityQuantity
    Insufficient privileges - UPDATE: Opportunity.TotalOpportunityQuantity
    Insufficient privileges - CREATE: Campaign

    Can you please help? My Org ID is 00D50000000cBTw and have granted login access. I'm a System Admin. One of our impacted users is [email protected]. Let me know if you need more information to look into this. Thank you. Kristen

  • #2
    Good day @[email protected]

    Would you please ask that user to check now and let us know if they still see the above error?
    Regards,
    Click & Pledge Support Department

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    • #3
      Hello! I just checked and the error Insufficient privileges - CREATE: Campaign still remains. The other errors are gone. The user's profile has read/create/edit/delete/view all/modify all on Campaigns.

      Comment


      • #4
        Let the above user try now and let us know what they see.
        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/
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        • #5
          Oh great! The error message is gone! What did you do to fix it? Thank you!

          Comment


          • #6
            We have checked the "Marketing User" for that user.

            Click image for larger version

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            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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            • #7
              Indeed! This seems like a new permission requirement for accessing C&P Temporary Contacts. Is that something new with the latest C&P release?

              Comment


              • #8
                Good day @[email protected]

                Not C&P release but Salesforce Spring 21 update enforce us to make the changes in the permissions.
                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/
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                • #9
                  I have the same issue, but the user has the marketing box ticked. Are there new permissions necessary? I just did the latest upgrade over the weekend, and now we cannot process our temporary contacts.

                  Comment


                  • #10
                    Good day @[email protected]

                    Would you please share the SF OrgID and grant us login access as well as the username so that we can review the permissions?

                    Looking forward to hearing back from 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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                    • #11
                      I have granted access, and our org ID is: 00DU0000000IrhT

                      One user affected is [email protected]

                      Could you tell me to permissions you change for her so that I can change those for others who may need it also, please?

                      Thank you.

                      Comment


                      • #12
                        Good day @[email protected]

                        We have assigned the permissions.

                        FYI, here is what you need to do:

                        Please make sure that the user who is settling the temporary contacts must have the following permissions (in case of Semi-Automatic & Fully-automatic Contact Creation as well as Connected user) :
                        • Field-Level Security set as Visible to the Opportunity objects standard fields i.e. Account Name, Amount, Lead Source, Primary Campaign Source, & Quantity.
                        • Campaign creation permission needed for the user. (for assigning these permissions goto Profile > Edit > Standard Object Permissions > Campaigns > check Read and Create permissions.) Note: Check the "Marketing User" checkbox on the user details page.
                        • Case creation permission needed for the user. (for assigning these permissions goto Profile > Edit > Standard Object Permissions > Case > check Read and Create permissions.
                        Please ask the user to process temp contact and let us know if see any issues.
                        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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