User is trying to merge contacts where the primary contact is owned by admin user. He recieves error due to permit issues.
when i change the owner of the contact to the user's , it works .
I gave them all permissions available in contact entity and they have merge permission also .
So what is missing ?
Thanks in advance
Maya
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H Maya , Please ensure the Merging user has the Merge security Privilege as well as Read, Edit, Append, Append To, and Share
prvAppendActivity
prvAppendContact
prvAppendToContact
prvMerge
prvReadContact
prvShareContact
prvWriteActivity
prvWriteContact
Hi,
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Go To Settings > Security> Security Roles.
Select the Security Role that you want then go to Business Management Tab, under Miscellaneous privileges you would find Merge.
Also make sure that your Security role giving permission for Contact entity such as Read, Edit, Append, Append To, and Share.
Hi,
When you are merging records also related activities and records are reassigned to the other record, so if the user does not have proper permissions to this records (read, attach, attach to) there will be an exception. I guess that this is your case. When user receives error message there should be a log file to download. Inside you should have detailed information which privilege is missing. If this is on-premise you can also check Event Log or enable CRM Trace and check traces for the missing privileges.
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