Don’t have insufficient privileges to view salesforce dashboard reports

Resolve the ‘Insufficient Privileges’ dashboard error Access the dashboard, then click Edit. Next to View dashboard as,’ click the drop-down and select Run as specified user, then click OK. In the ‘View Dashboard as’ field, enter the name of a user with a Salesforce Platform licence. More items… What is insufficient privileges error in Salesforce … Read more

Don’t have insufficient privileges to view salesforce dashboard

Resolve the ‘Insufficient Privileges’ dashboard error Access the dashboard, then click Edit. Next to View dashboard as,’ click the drop-down and select Run as specified user, then click OK. In the ‘View Dashboard as’ field, enter the name of a user with a Salesforce Platform licence. Click the name when it… Next ‘View dashboard as,’ … Read more

Don’t force log out salesforce

Click on Session Settings under Security. Under ‘Require secure connections (HTTPS)’ section, deselect Force relogin after Login-As-User setting. Click on Save. If the setting is enabled, an administrator must log in again to continue using Salesforce after logging out as the User. Full Answer How do I log out of a Salesforce Org? For security … Read more

Don’t allow a stage change when closed won salesforce

Why use custom Salesforce opportunity stages? Why use custom Salesforce Opportunity Stages. Out-of-the-box Salesforce Opportunity Stages represent key milestones of a generic sales process, which consists of the following milestones: Prospecting. Qualification. Needs Analysis. Value Proposition. Id. Decision Makers. How do I create a custom sales process in Salesforce? Creating a custom Sales process within … Read more

Doesn thnks integrate with salesforce

Does Thnks integrate with Salesforce? Teams using Thnks are able to connect to their Salesforce account in two ways: a one-click integration or with our Salesforce App (brochure & listing). The out-of-the-box integration pushes Thnks data into Salesforce as a note, and provides basic information on Thnks activity. What is Salesforce integration and how does … Read more