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nlsnydernlsnyder 

How to set security settings for access to generate Quote PDF files?

I am a system administrator and I need to know how to change the security settings in my sandbox so that I can generate Quote PDF files.

 

Currently when I click the Create PDF button for a quote, I get the following error:

 

Data Not Available You do not have Edit access to one of the two records you are trying to merge. Please contact your administrator to get additional access or merge the two record.

 

I can do this in production.   How can you what records or fields you do not have access to?

AmitSahuAmitSahu
You checked the role hierarchy as well for the permission on the records?
nlsnydernlsnyder

Where do I do that at?

AmitSahuAmitSahu
Go to your user record and see if any role is assigned to that. And under roles you can check the hietarchy. Also you can check the organization wide defaults under sharing settings.
jha.pk5@cloud.comjha.pk5@cloud.com

Go to your user record and see if any role is assigned to that. And under roles you can check the hietarchy. Also you can check the organization wide defaults under sharing settings.

If my solution worked for you mark it as resolved.
Pintu FrancisPintu Francis
Refer this http://help.salesforce.com/apex/HTViewSolution?id=000187366&language=en_US