I have an end user who has an Account Engagement account. This account is now getting moved to Recycle Bin. I have checked the Salesforce account is showing as active. The profile is one of our main profiles and I am also in that profile and I have access to Account Engagement. This is the document I followed to help troubleshoot my issue:
https://help.salesforce.com/s/articleView?id=000384042&type=1&d=afx
Any ideas would be greatly appreciated.
#Salesforce Admin
1 risposta
A few things to verify:
- Make sure the Salesforce user is still Active and has the required Account Engagement permission set/access.
- Check whether the corresponding Account Engagement user is active and properly linked to the correct Salesforce user.
- Verify the user has the required Account Engagement role/permissions and that there isn’t a duplicate or mismatched user mapping.
- If the Account Engagement user is actually appearing in the Recycle Bin, check the Account Engagement user management/setup and restore/recreate the user if necessary.
- Also check whether the user was recently deactivated, deleted, or had their Salesforce license/profile/permissions changed, as this can affect the Account Engagement user.
- If everything looks correct, I would check the Account Engagement Setup - Salesforce Integration status and run through the user-sync/integration troubleshooting.
