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Salesforce User Permission Settings

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  • Salesforce User Permission Settings

    Hi, Kamran instructed me to post for assistance with the user permission settings for Event Management in Salesforce. As instructed, I created a new user with email address: [email protected]

    You should have received an email with confirmation of creation.

    I have granted 7 days access to SF.

    SF Org ID: 00DG0000000hlcr

    ALSO

    I don't think we are on the most recent version of Event Management, if not, can you please upgrade us?

    Thank you!

  • #2
    Good day!

    We have upgraded to the latest release.

    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


    • #3
      Salesforce User Permission Settings still not correct.

      Thank you for the upgrade. However, the main problem that needed to be addressed does not seem to have been fixed--actually made a little worse? User [email protected] now has error message: "You do not have the level of access necessary to perform the operation you requested. Please contact the owner of the record or your administrator if access is necessary." When trying to access C&P Event Management Tab and content. Please help. Thanks!


      Originally posted by Support.Department View Post
      Good day!

      We have upgraded to the latest release.

      Please let us know if we can be of any further assistance.

      Comment


      • #4
        Good day!

        We reviewed the user that was created for us and set all the required permission for it.

        Please review & let us know if it works. The use that this was set for works as required.
        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


        • #5
          Good day!

          The permission set we created for you is shown below:

          Click image for larger version

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          If you assign this permission set to the user they can have full control for the event application.
          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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