Table of Contents

Search

  1. Preface
  2. Introduction to Informatica Customer 360 for Salesforce
  3. Configuring the Data Cleansing Settings
  4. Managing Batch Jobs
  5. Verifying Addresses, Email Addresses, and Phone Numbers
  6. Synchronizing Salesforce Records with Customer 360 for Salesforce
  7. Managing Duplicate Records
  8. Consolidating Records
  9. Converting External Records to Salesforce Records
  10. Managing Hierarchies
  11. Integrating Customer 360 for Salesforce with Multidomain MDM
  12. Managing Multi-Org
  13. Troubleshooting
  14. Appendix A: Custom Settings
  15. Appendix B: Glossary

Troubleshooting CC360 Configuration

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.
  1. Based on the Salesforce environment that you use, perform one of the following tasks:
    • In Salesforce Classic, perform the following tasks:
      1. In the upper-right corner of the page, select your name, and click
        Setup
        .
      2. Under
        Administration Setup
        , click
        Manage Users
        Profiles
        .
    • In Lightning Experience, perform the following tasks:
      1. Click the quick access menu ( The image shows the quick access menu. 
								), and then click
        Setup
        .
        The
        Setup Home
        page appears.
      2. Under
        ADMINISTRATION
        , click
        Users
        Profiles
        .
      The
      User Profiles
      page appears.
  2. Click a user profile to which you want to assign permissions.
    The profile details appear.
  3. Under the
    Enabled Visualforce Page Access
    section, click
    Edit
    .
  4. Under
    Available Visualforce Pages
    , select
    DS_AccountDQPage
    and click
    Add
    .
    The
    DS_AccountDQPage
    is added to
    Enabled Visualforce Pages
    .
  5. 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:
  1. In Lightning Experience, click the quick access menu ( The image shows the quick access menu. 
					 ), and then click
    Setup
    .
  2. Under
    SETTINGS
    , click
    Security
    Field Accessibility
    .
  3. Select the type of record for which you want to edit the field accessibility.

0 COMMENTS

We’d like to hear from you!