Administrator Guide

Summer 2023

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Troubleshooting CC360 Configuration

If you encounter any issues when you configure CC360, use the following information to troubleshoot the issues.

When I edited hierarchy information for a record, I received an error message indicating that I do not have sufficient access rights.: 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.
When I access the Customer 360 for Salesforce Accounts page or when I run a batch job, I receive an error message indicating that I do not have necessary permissions.: 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.
For more information on the access permissions for the batch jobs, see Access Permissions Required for Batch Jobs.; 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
.
When I convert a bean to an account, contact, or lead, I receive an error message indicating that the system cannot convert the record to the specified target object.: 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.
In Lightning Experience, when I merge records, I receive an error message indicating that I do not have necessary permissions.: 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.
After upgrading, when I run the DaaS custom setting upgrade API before accessing DaaS adapters, I receive an error indicating that insert failed.: Use the following sample code in the Salesforce Developer Console to reset the DaaS related settings:
DSE.API_SettingsManager.getConfig('getDataQualitySettings', new List<String> {'Reset'});
When I create standard or custom objects that use beans, I receive an error message indicating that I don't have necessary permissions.: If your organization uses a profile other than an administrative profile to create standard or custom objects that use beans, the object creation fails with insufficient privileges error. You can perform one of the following tasks:

To avoid creation of beans and DaaS verification, use the following condition to exclude the triggerSynchronize method:
if(userinfo.getUserType() != 'Guest') { cs.triggerSynchronize((List<SObject>) <Variable1>, (List<SObject>) <Variable2>, Trigger.isInsert, Trigger.isUpdate, Trigger.isUnDelete, Trigger.isBefore, Trigger.isAfter); }

Assign the required permissions to create beans and custom objects to the user profile.

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Administrator Guide

Administrator Guide

Troubleshooting CC360 Configuration

Troubleshooting CC360 Configuration