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Step 5 Security Specialist- The Sales Executive User profile does not have the correct permissions for managing List Views, creating and managing reports, or creating and managing report folders.
I am stucking at this point. I tried many times but did not get answer.Can someone help me.
Please check below points for permissions if you have done the same thing.
Create and Customize Reports - off
Create Report Folders - off
Edit My Reports - off
Export Reports - off
Manage All Private Reports and Dashboards - off
Manage Custom Report Types - off
Manage Reports in Public Folders - off
Report Builder - off
Run Reports - on
Schedule Reports - off
View Reports in Public Folders - off
Hope this helps you!
If this helps you please mark it as BestAnswer it will make available for others as a proper solution.
Thanks and Regards
Sandhya
"Create and Customize Reports - off"
This needs to be turned ON. ("They should be able to create reports and dashboards...")
Everything else is correct.
Except the three permissions, everything else was unchecked. And it worked.
BTW, this challenge is bonkersaf! SFDC should be ashamed for putting it out there.
The Field Sales User profile does not have the correct permissions for managing List Views, creating and managing reports, or creating and managing report folders.
@Sandyha, i have done the according to your description and yet it didnt pass me. Could u please enlighten me
Thank you
I was able to make it work with the following settings:
Create and Customize Reports - On
Create and Customize Dashboards - On
Create and Customize List Views - On
Create Report Folders - off
Edit My Reports - off
Edit My Dashboards - On
Export Reports - off
Manage All Private Reports and Dashboards - off
Manage Custom Report Types - off
Manage Reports in Public Folders - off
Report Builder (Lightning Experience) - Off
Run Reports - on
Schedule Reports - off
View Reports in Public Folders - off
Hope this helps.
Hi Mark,
It worked with your solution. Thanks a lot.
Sreeny
Please would welcome ideas on what I missing have tried to folllow the above guidance on questions and solutions posted by other but have had no success:Screenshot of the permission sets on the Sales Executive user (http://tinyurl.com/y5rdfp97)
Getting the error below
Challenge Not yet complete... here's what's wrong: The Sales Executive User profile does not have the correct permissions for managing List Views, creating and managing reports, or creating and managing report folders.
Create and Customize Dashboards
Create and Customize List Views
Create and Customize Reports
@Mark Tacconelli III
Hi Mark:
Thanks it works :)
Hi Mark:
Thanks it works :)
Thanks it works :)
Create and Customize Dashboards
Create and Customize List Views
Create and Customize Reports
https://www.youtube.com/watch?v=HRGZyo-qKp0&list=PLQf_Kv-dMRBKhNMH1PCisUIDYyDIZ35U1&index=5
The best!
The question is that I dont understand why several options must remain unchecked (eg: manage list views). Intuitively, I suppose it shopuld be checked, but it doesnt. Any clue why this is so?
Thanks!!!