When you update the hierarchy information of a child account, such as the parent account field,

Customer 360 for Salesforce

updates the hierarchy information for the parent account record. If you do not have sufficient privileges to edit the parent account record, you receive an error message.

If you receive an error message that indicates you do not have sufficient access rights, you need to disable account hierarchy enrichment. To disable account hierarchy enrichment, use the API_SettingsManager.enableHierarchyAccountEnrichment(false) API to set the DS_SETTING_HIERARCHY_ACCOUNT_ENRICHMENT internal

Customer 360 for Salesforce

parameter to

false

. DS_SETTING_HIERARCHY_ACCOUNT_ENRICHMENT is

true

by default.

If you update hierarchy information for a record when DS_SETTING_HIERARCHY_ACCOUNT_ENRICHMENT is

false

,

Customer 360 for Salesforce

only updates the records in the hierarchy for which you have sufficient privileges. To update hierarchy information for all records in the hierarchy, a system administrator must run the Synchronize Reporting Data batch job. Ensure that the Asynchronous Hierarchy Process batch job and Asynchronous Cloning Process batch job are not running when the Synchronize Reporting Data batch job runs.

If you do not have sufficient permissions to access the

Customer 360 for Salesforce

Accounts page or to run the batch job, you receive an error message.

After you install or upgrade

Customer 360 for Salesforce

, assign appropriate permissions to the users through user profiles and permission sets.

To grant access permission to the

Accounts

page, follow these steps.

Based on the Salesforce environment that you use, perform one of the following tasks:
In Salesforce Classic, perform the following tasks:
In the upper-right corner of the page, select your name, and click
Setup
.
Under
Administration Setup
, click
Manage Users
Profiles
.
In Lightning Experience, perform the following tasks:
Click the quick access menu ( ), and then click
Setup
.
The
Setup Home
page appears.
Under
ADMINISTRATION
, click
Users
Profiles
.
The
User Profiles
page appears.
Click a user profile to which you want to assign permissions.
The profile details appear.
Under the
Enabled Visualforce Page Access
section, click
Edit
.
Under
Available Visualforce Pages
, select
DS_AccountDQPage
and click
Add
.
The
DS_AccountDQPage
is added to
Enabled Visualforce Pages
.
Click
Save
.

If you do not have sufficient permissions to create or edit a Salesforce object, you receive an error message. Assign appropriate permissions to the users through user profiles and permission sets.

If you do not have sufficient permissions to access some fields or if the fields are hidden for your user profile, you receive an error message while merging records.

Assign appropriate permissions to the users through user profiles and permission sets, or display the fields that are hidden for a user profile.

To display the fields for a user profile, follow these steps:

In Lightning Experience, click the quick access menu ( ), and then click
Setup
.
Under
SETTINGS
, click
Security
Field Accessibility
.
Select the type of record for which you want to edit the field accessibility.