Users are getting an "Insufficient Permissions" error when attempting to merge multiple accounts. I have the same permissions enabled for the contact entity (Create, Read, Write, Delete Append, Append To, and Assign), and it is working correctly. I have made sure that there were no field level permissions enabled on accounts, and I have no plugins running on the account entity. Any idea what would make the account entity behave differently than the contact entity?
-Thanks
Thanks Abby. I figured that this was probably from a related entity, I just wasn't sure which one. I went back in today and, through process of elimination, found out that I needed permissions on "Opportunity Relationships" to get accounts to merge. I'm not sure why, but this fixed the problem.
Hi sheltam264,
As Abby has explained, missing permissions might be for related entities as well. Usually, it is a Parental (sometimes System) type of a relationship with the main entity: Account.
Look for the error log if you get an option for Download log file or have access to CRM tracing. That would give a detailed error with User, Owner and exact missing privilege.
-Aamer
Hi sheltam264,
It might not be from account entity. The insufficient permission could be coming from other entities related to account.
For example, you have an entity invoice with a lookup field reference to account.
You have account A and B, Account A is related 2 invoices and account B is related to another 2 invoices.
When you merge the A and B, you pick one account and review/modify all the value, and confirm.
At this point, one of the record will be updated with values you pick and the other one will be deactivated. Also, the reference on invoice related to the deactivated account will also be updated to the account that is still active. Insufficient permission will be given if user does not have appropriate permission to link invoice to the merged account.
Can you please check your account entity against the user performing merge to see if there is anything like that?
Regards,
Abby
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