Insufficient Permission for a user when creating opportunity or lead CRM online (he is fine with quote, account contct)
Question
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Hi there, no matter what I tried, I just couldn't get this "insufficient permission" out of the way. User is able to create quote, account, contact but not able to for lead and opportunity - obviously I am missing something. I put this user in a separate business unit. create a brand new security role giving me permission somewhere in between standard sales and system customizer roles. He is given read and write access to the scope of BU and in some cases like activity org wide. I have few custom entities - he is able to access the ones granted permission no problem there. There are few custom entities that has 1: N from i.e. 1 Opportunity can have N "custom" entity records. He is almost granted all of them but few. I researched in the forum about "Apend To" so at the user and UI settings level as well as the target objects such as lead and opportunity are marked with org wide. what am I missing here? Appreciate your input - it could something simple
All replies
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Regards Faisal
