How to set field level permissions
In certain cases, you have to set or update field-level permissions for your users on Salesforce in order to activate certain PipeLaunch components (for example: Contact Insights). This only applies to the standard fields because the PipeLaunch permission set cannot override such permissions.
- Navigate to Object Manager through the Settings icon in the window's top right corner. Select Edit Object.
- Under Fields & Relationships, quick find and select the Field you would like to update the permissions for.
- Click on option Set-Field-Level Security and update the permissions.
- Check if your user's profile has enabled the Visible permission
Support
If you need any additional information, our support don't hesitate to contact us at support@pipelaunch.com
Updated on: 20/09/2024