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k manjusha
In the conga invoice temple,Unable to fetch the details from account.
Hi All,
Iam unable to fetch the details from account object for only certain profiles in the conga invoice template, I have checked the field level permisiions for the profiles and it has access,will you please help me to understand what would be the reason for not displaying the data in the template.
Thanks,
Manjusha
Try the steps and suggestions as mentioned in the below blogs,
https://support.conga.com/content/composer/getting-started-with-composer/configuring-composer/profile-permissions-needed-to-use-composer
https://support.conga.com/content/composer/composer-troubleshooting-help/composer-troubleshooting-tips
https://support.conga.com/content/conga-invoice-generation/conga-invoice-generation/using-conga-invoice-generation/deploy-a-conga-invoice-generation-for-salesforce-billing-quick-start
I hope it will answer your query.
Thanks.
Hi Abhishek,
Thanks for your reply,
But the thing is we have given all the permission at object level and as well as field level even though we are unable to fetch the deatils from account in the template