Why an end-user does not have record access to Custom Setting Records in Veeva CRM?
In order to verify that an end-user has access to a specific custom setting record, log in with the end user and use the Salesforce Query Language (SOQL) to try querying the Custom Setting record. Both Salesforce Inspector and Workbench may be used.
Example Custom Setting records are as follows:
select id from Veeva_Settings_vod__c
select id from Approved_Email_Settings_vod__c
select id from Multichannel_Settings_vod__c
However, any other Custom Setting records can be taken. In the event these Custom Setting items are not queryable, then the end-user has no access to them.
The issue is caused by the following Salesforce feature. As a System Administrator, navigate to: Setup --> Administration Setup --> Data Management --> Schema Settings
If the Restrict Access to custom settings option is turned on, the access to all Custom Setting records is revoked from the end-users in Salesforce, by default.
Right-click and open the image in a new tab in order to read it.
There are two solutions, either:
- Turn the Restrict Access to custom settings toggle off, making sure it is grey, or
- Be sure to provide access to the Custom Setting records for the end-user at the Profile Level or Permission Set level using Custom Setting Definitions.
In the case of either solution, do the following:
- Clear the Veeva Cache Online.
- Run Database Refresh on the Offline CRM platforms.
CRM Help Documentation: