You need to sign in to do that
Don't have an account?
Mark Smith 64
Superbadge: Security Specialist - Step 1
Hi Forum,
What's strange is that I was stuck on "field sales user" and now I'm stuck at "Inside Sales User".
I believe the OWD's are fine as well as the Object Permissions as well as the Profile setup. I was wondering if there would be a way to verify the error. In the meantime I will continue to persist.
Regards
Mark
This is a bit of an embarrsement. Having read through the superbadge requirements and spending most of Sunday configuring and re-configuring User profiles, I havent passed this check.
The Inside Sales User does not appear to have the correct object permissions for Accounts and Opportunities
What's strange is that I was stuck on "field sales user" and now I'm stuck at "Inside Sales User".
I believe the OWD's are fine as well as the Object Permissions as well as the Profile setup. I was wondering if there would be a way to verify the error. In the meantime I will continue to persist.
Regards
Mark
for the benefit of others, in order to make that, record level sharing is not required.
Appears that only Profile Names & Account+ Opp object permissions need to be set up and correctly
@Mark : Per the notes, "All new accounts are created by inside sales people." so this profile needs more access than what you mentioned above, yet they are not admins!
All Answers
I had to travel the same couple of days back before completing the superbadge.
Do you have the ViewAll on Account Object for profile - Inside Sales User checked ?
Thanks
yes. Have R/C and View All on Account. Have switched various options for Opportunity. (Although No direct reference to Inside Sales and Opportunities)
For Inside Sales Profile - View All on Account is what which could be causing the error.
Uncheck and hope that helps.
Kindly review the requirement as well which would justify this setup
Confirmed "View All" is off (I think I had tried this off as well) and same result...
"The Inside Sales User does not appear to have the correct object permissions for Accounts and Opportunities"
Just to confirm: Inside Sales User: R/C on Account. Nothing for Opportunity.
Will keep trying but any further pointers from the community would be great.
Regards
Mark
for the benefit of others, in order to make that, record level sharing is not required.
Appears that only Profile Names & Account+ Opp object permissions need to be set up and correctly
@Mark : Per the notes, "All new accounts are created by inside sales people." so this profile needs more access than what you mentioned above, yet they are not admins!
"Inside Sales User" Profile was cloned from "Standard User" Profile. As per requirements: They need Create Access on the Account object. Although no specific mention of managing / maintaining the Opportunity Object... Through trial and error, I have now moved past the error... So that's good news and thanks very much for your help, but I do need to review this scenario again and whether there is some "interpretation" needed... Kind Regards!
Pretty much have given up on this super badge. Through hours of trial & error, can't get past part 2.
Tried creating sharing rules for field sales to share with inside sales, tried creating a public group and adding those profiles, etc. Ran the apex test executions with other trial and error ideas. Nada. Any suggestions?
Please try sharing with role:
Owner in Role and Subordinates: Sales Executive
Role: Inside Sales
Read/Write
Any ideas?
Hi,
I'm getting the same error but for the Sales Executive. I set Accounts and Opportunities to Read-Only. Perhaps Account is not needed since I set it to Public Read-Only on OWD??
I misread the requirements and when they mentioned to not use View All, I thought they were referring to the System Permission View All Data.
The solution is to remove all the View All Object permissions from the Profile if you have them, and create the neccessary sharing rules to share with the Roles that require access to all records.
Hope that helps.
--Derhyk
I've done the following:
1. In the profile, Read the only access selected for both accounts and opportunities
2. I created several sharing roles for both accounts and opportunities.
Any ideas what I am missing?
Sorry for this very basic question, but which user profile do you guys use to start the 3 custom profile we need to create?
Thanks for your help!
Lucas
I have system administrator profile as Existing profile and created all three new profiles. Followed steps mentioned in the requirement and removed unnecessary permissions from the new profile. I am able to clear the step 1 :).
I have used the Custom:Sales profile (which was on the trailhead playground) as Existing profile and it also worked for me.
Someone to help with this challenge? I'm breaking my head and I do not see any solutions.
Sys Admin is under Salesforce Licensce and how do you managed to assign for 3 different profiles? Any tips please?? Because currently in Trailhead Playground it is allowing only 2 Salesforce Licences (One Sys Admin is Already Occupied). i'm not getting profiles and licences could be used to cross this STEP1.
Please help __/\__
If someone is still stuck with Challenge 1 please try these steps as i have passed challenge 1
1.Use Standard User as existing profile.
2.For Field Sales User profile make sure you have selected 'Read' and 'Edit' for Accounts and 'Read ' 'Create' and 'Edit' for Opportunities.
3.For Inside Sales User make sure you have selected 'Read ' 'Create' and 'Edit' for both Accounts and Opportunity and also set The Login hours as per the requirements (I have not set any IP range still i could clear the challenge).
4.For Sales Executive User make sure you have selected 'Read' and 'ViewAll' for both Account and Opportunity.
Follow All the steps
Firstly you should be clear that you should create Profiles not users ...
Quick Box----> Profile ----> New ------> Select any profile from dropdown Ex;- custom:support /sales user ------>Field Sales User....then follow below steps...Try to complete 3 profiles...you will clear the challenge
1.For Field Sales User profile make sure you have selected 'Read' and 'Edit' for Accounts and 'Read ' 'Create' and 'Edit' for Opportunities.1
2.For Inside Sales User make sure you have selected 'Read ' 'Create' and 'Edit' for both Accounts and Opportunity and also set The Login hours as per the requirements (I have not set any IP range still i could clear the challenge).
3.For Sales Executive User make sure you have selected 'Read' and 'ViewAll' for both Account and Opportunity.
@Winny Silva please follow all this step
A) Creat profile . 1) creat new profile
2) select standerd profile from pick list
3) used Field Sales User for Account select read and edit, for Opportunity select Read Creat and Edit.
B) Creat profile 1) creat new profile
2) select standerd profile from pick list
3) used Inside Sales User for Account select Read,Creat and Edit, for Opportunity select Read Creat and Edit.
C) Creat profile 1) creat new profile
2) select standerd profile from pick list
3) used Sales Executive User for Account select Read, ViewAll, for Opportunity select Read, ViewAll.