I have been trying to "enable" Salesforce's Leads functionality with little success, and here are the things I have done/checked:
- I am using an account with the user license of "Salesforce", which means that I should have full-fledged functionality to access and edit objects.
- I have manually checked all of our objects in our Objects Manager and I do not think Leads was renamed/relabeled to something else.
- The profile that my current account belongs to has Leads's Tab Settings set to "Default On" with edit access permissions checked (image below).
- I have created a Permission Set that also has all of the permissions linked with Leads set to visible and all edit access permissions checked (image below), and assigned this to the profile that my user belongs to (image below).
- I have also made a Permission Set Group with all of the Leads-associated permissions, and have assigned it to my current account as well (image below).
This is what my Permissions look like in my user:
Despite the above, the standard object "Leads" still isn't showing up in my Object Manager or Navigation App Items. Any help would be tremendously appreciated.
@* Sales Cloud - Best Practices *
답변 3개
Permission Sets have nothing to do with Object Manager, so the issue could be profiles. You basically need "Modify all Data." The app would be assigned by profile/app but you shouldn't have to do that.
