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Joe Gharios (IBM) 님이 * Financial Services Cloud *에 질문했습니다

As an admin, I am unable to delete the records under the object Residential Loan Application, I have full access to the object and related items and I tried adding the delete button to the page layout but still no luck in deleting. I also tried API with no success.

 

Any suggestions?

답변 4개
  1. 2023년 12월 31일 오전 8:40

    @Joe Gharios I found a solution for this after struggling with the same thing! I was trying to get rid of some sample data. 

     

    I found out that I had to assign some permission sets to myself first. There is a "Mortgage" perm set and a "Document Checklist" perm set. 

     

    After assigning both of these to my sys admin user, I was able to delete the Residential Loan Application sample records, along with some other records that were previously locked down.

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