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Tuesday, March 29, 2016

Salesforce: Permission Change Status, Change Owner, Add to Campaign

We have case when some of our users feedback that they do not see Change Status, Change Owner, Add to Campaign button in Lead list View.



While some other users able to see that buttons.


So, what is the caused?
Change Status - to see this button, user need to have Manage Leads permission
Change Owner - to see this button, user need to have Transfer Leads permission
Add to Campaign - to see this button, user need to be Marketing User in user detail and also have Edit permission in Campaign object, this is also applicable for Contact list View.


On separate note, for custom object, user with Modify All permission for that object will see Change Owner button in the list view.




Reference:




4 comments:

  1. WHere do I find the Modify Leads permission in classic?

    ReplyDelete
    Replies
    1. Do you mean "Manage Leads" permission? it is under General User Permissions section

      Delete
  2. WHere do I find Mange Leads in Classic? User cannot see Change of Status button even though it is assigned to List view, He has CRE on Leads...I am lost at where to look?

    ReplyDelete

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