Announcement

Collapse

Information Needed

See more
See less

Permission to Process Temp Contacts

Collapse
X
 
  • Filter
  • Time
  • Show
Clear All
new posts

  • Permission to Process Temp Contacts

    Hello,

    Can you please create a permission set for managing/ processing temp contacts that I can assign to different users?

    00D4T000000FM8G & permission granted.

    Thanks,
    Andrea

  • #2
    Good day @andrea5j

    There are already permission sets included with the package for temporary contacts and others.

    Please review the following KB article: https://support.clickandpledge.com/s...ermission-sets

    PS-CnP-PaaS-ONLY-TemporaryContact
    PS-CnP-PaaS-Event-TemporaryContact


    NOTE: 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 is 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 is needed for the user. (for assigning these permissions goto Profile > Edit > Standard Object Permissions > Case > check Read and Create permissions.)
    Hope that helps. Please let us know if we can be of any further 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

    Working...
    X