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Where can I update or change these settings? Thanks!
Do you know if there has been anything modified on your Salesforce setup? If nothing has changed in the setup, can you please grant us access to your Salesforce and we can take a look to see if anything jumps out at us.
- Click into the Setup sub-menu from your personal dropdown menu at the top-right corner of your screen.
- In the menu to the left of your screen, click My Personal Information > Grant Login Access.
- Select "1 week" (or whatever period of time you're comfortable with) next to "Emma Support," and press "Save."
Okay, so I do not think it is a permissions issue only because I am the system administrator and have full access to our Salesforce instance. There was a recent update Summer '14 that could of possibly made some changes to the integration but if that were the case, I would imagine more of your customers noticing a change.
I have granted you a week of access and hope you see something fishy! THANKS
I took a peek within your Salesforce account -- thanks for granting that login access! -- and nothing jumped out at me in your user permissions to be causing this trouble. In my past experiences though, that error message you're seeing has always been permissions related. I'm running this past our Salesforce developers to see if they can spot anything out of place and will circle back here as soon as I've heard from them with further information.
Like Tyler mentioned, Salesforce support is usually the best resource for help with permissions, but we're certainly happy to take a look before you go that route! Stay tuned. :)
Just to clarify. Prior to about a week ago, were you able to create those Emma Groups from reports in Salesforce when logged in with the System Admin username that you granted the Emma Support login access from? Or is this the first time you've attempted the process when logged in with these credentials?
Thanks a ton!
I am not to sure about the timeline but yes, the last time (within the last two months) I was able to create Emma Groups no problem.
This is not the first time I have used my credentials.
Thanks for this additional information. Exactly what I was hoping to learn. I'll be in touch as soon as I've heard more from our Salesforce developers.
Our Salesforce developers need to actually log in as you since the granted login access alone doesn't give us accessibility to all of the data. I have your Salesforce username but I need to get your password from you. For security purposes, can you please save just your password in a document, upload it to your Emma document library and then give me a shout here to let me know that document has been saved? (Once you hear from me that they've wrapped up their research, you can change your Salesforce password to further secure things.)
In addition to uploading that document, can you please also extend the granted login access so it doesn't expire while they're digging in? The currently granted login access is set to expire today, and if it expires before we've wrapped things up, it'll slow down the process since I'll have to reach back out to again request that.
As soon as I hear from you here that the document is in your Emma document library and the login access extended, I'll get our Salesforce developers back on the case. Again, no promises that they'll have the answer since this is outside of our normal realm of support of the integration, but my fingers are crossed they'll have some information to at least point you in the right direction!
Thanks a bunch!
Just wanted to do a quick follow-up on this. Once you've saved that document to your library and extended the login access, please give me a shout on this thread to let me know. We'll dig back in at that time.
Hope you had a fantastic weekend!
Have an exciting update for you on this! I've heard from our Salesforce developers that they included a fix to this issue in the newest version of the integration, pushed that upgrade to your account and were able to test the issue -- with success. Can you please give it another go and confirm that you're not seeing that permissions error any longer?
I'll watch for your reply on this thread. I'm going to email you directly in just a few minutes to follow-up on the email address that won't verify within Emma Community. Thanks a ton for your patience while we've dug in, and I hope you have a fantastic weekend!