Troubleshoot
Note: To take advantage of the features mentioned in this documentation, your Org needs to be using (Undefined variable: bh4SFVersions.Latest Package Version) or newer. See Release Notes for more details about which features were introduced in each release. If you would like to upgrade to the current release, contact Bullhorn for Salesforce Support.
If users report issues when using the Document Editor, make sure those user's profiles have these permissions enabled:
Read | Create | Edit | Delete | |
---|---|---|---|---|
Document Sessions | ✔ | ✔ | ✔ | ✔ |
Push Topics | ✔ | ✔ | ✔ | ✔ |
Template In BH4SF, this mainly refers to email templates | ✔ | ✔ | ✔ | ✔ |
If users report issues when using the Template Formatter, make sure that:
- All affected user's profiles have the permissions listed above.
- Check that the affected user has access to all Contact record fields referenced in the template as merge fields (Navigate to Profile > Field Level Security > Contact to make adjustments to the read and edit access to those fields).
Was this helpful?
No