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Temporary Contact - Insufficient privileges ERROR

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  • Temporary Contact - Insufficient privileges ERROR

    We're having the following errors on Temporary Contacts:
    • Insufficient privileges - CREATE: Opportunity.TotalOpportunityQuantity
    • Insufficient privileges - UPDATE: Opportunity.TotalOpportunityQuantity
    I've granted account login access so you can check.
    Please let us know what caused this error and how we can fix it in the future if it happens again.

    Thank you!

  • #2
    Good day @jcastillo

    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.
    If you please share the usernames who are getting the above error we will assign the permissions.

    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
      Please assign them to the following users:
      sglover
      jcastillo
      dlabry

      These are nicknames by the way. I’m not sure about sharing their exact usernames.
      All these users usually don’t encounter this type of error so I’m wondering why the permissions you listed were removed from them.

      Thank you!

      Comment


      • #4
        Hi jcastillo

        The permission sets were not removed, but with the Spring '21 release Salesforce began enforcing "field-level-security", which means that even when a user has permission to an object - in this example, Opportunity, they must also have field-level access to any fields they attempt to modify. Most of the standard fields for the Opportunity were 'grandfathered" in, but it seems that Quantity for whatever reason was not.

        Our users run into this problem when they process a Temporary Contact, because PaaS is trying to create the Opportunity, and is blocked from modifying that field, making it look like our app is causing the error.

        I have assigned the field-level security for that field, please try processing Temporary Contacts again.




        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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        Comment


        • #5
          Thanks for doing that for us!
          Unfortunately, we've got another "Insufficient Privileges" error when opening a temporary contact record (see attached image).
          Could you check this as well?

          Thanks again!
          Attached Files

          Comment


          • #6
            Good day @jcastillo

            We unable to access the profile to review the permissions and prompt with the following:

            Click image for larger version

Name:	Authenticator.jpg
Views:	52
Size:	57.1 KB
ID:	59547
            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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            Comment


            • #7
              My apologies!
              Between 8-5PM Central today I should be able to authenticate your login session.

              Thank you!

              Comment


              • #8
                jcastillo ,

                Although I reviewed Friday afternoon, we are still trying to resolve the source of the problem. Could you grant access again please?
                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


                • #9
                  I've extended the account login access to another week.

                  Comment


                  • #10
                    Hi jcastillo,

                    Because your user requires two-factor authentication, and Salesforce is enforcing this two-factor authentication to "run a cron job", which is necessary to get to the temporary contact processing page.

                    Here is the error in your debug log:

                    Click image for larger version

Name:	2021-04-20_Two factor authentication permission set.jpg
Views:	38
Size:	68.2 KB
ID:	59636

                    Here is where two-factor authentication is enforced for your user:

                    Click image for larger version

Name:	2021-04-20_Two factor authentication permission set2.jpg
Views:	34
Size:	35.9 KB
ID:	59637

                    You won't be able to process Temporary Contacts until you have access to run the Cron job.
                    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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                    Comment


                    • #11
                      Thank you for your response!
                      Unfortunately, I doubt it's the root of the problem. We only have two users who are enforced with 2FA for accessing and using certain features of our Salesforce org. One is yours truly, who usually can process temporary contacts before even though 2FA was already enforced. The other user doesn't really need to work with C&P features.

                      With that said, the other users I listed above don't have 2FA enforced and they're mostly the users who needs to process temporary contacts. Upon checking with "Login as a user", even the user "sglover" is having the errors though 2FA isn't enforced.

                      I hope you can do further checks to make sure we can process temporary contacts.

                      Thanks so much for your support!

                      Comment


                      • #12
                        We can investigate further if you can have a user that doesn't have 2FA grant login access, certainly with all the Salesforce changes permissions have been a real problem - but usually those occur when attempting to process the Temporary Contact, not when you click the temporary contact name on the list.
                        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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                        Comment


                        • #13
                          Please check with user "dbadmin" as it doesn't have 2FA on. And, if user sglover can grant you account login access you can check that as well.
                          As for my account, I'll be temporarily turning off 2F so you can check all three users.

                          Thank you so much!

                          Comment


                          • #14
                            We've just received an email notice about "Upgrade Available for Salesforce Apps" for April 6th.
                            Would you be able to upgrade our apps while you're troubleshooting our initial problems with C&P Temp Contact?

                            Thank you!

                            Comment


                            • #15
                              The email was sent to you by mistake, you are up to date.

                              I am not able to review the profile for "Account Administrator". Could you check on your end to see if you are able to see the values for the Contact > C&P Account Number field?

                              You have not assigned permission sets for C&P Apps as needed for your app users. I've tried adding those, and it does not correct the issue; however, you should add those for your users.
                              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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