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Temporary Contacts - Insufficient privileges error for system admin profile

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  • Temporary Contacts - Insufficient privileges error for system admin profile

    Hi, we just updated an org to the latest version. One of our users (smohr) who is marked as an admin is getting the following errors when trying to process Temporary Contacts, I am also an admin and do not have any issues.
    • Insufficient privileges - PS_CnP_PaaS_All_Permissions
    • Insufficient privileges - PS_CnP_PaaS_Connected_User_ONLY
    • Insufficient privileges - PS_CnP_PS_CnP_PaaS_ONLY_TemporaryContact

    If you need to look into the org, the id is 00D460000015Wz5 and I gave 1-week access if that makes it easier to look into and fix.

    Please let me know if you have any questions

  • #2
    Good day @Josh_L

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

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    • #3
      Looks like the changes you made worked - they were able to successfully process Temporary Contacts without errors.

      Are the settings/changes made something we can easily do if we run into similar issues in the future?

      Thank you,
      Josh

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      • #4
        Good day @Josh_L

        Yes, 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.)
        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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