Overview

Users Standard users assigned with ClosePlan license as Admin status can do many, but not all actions in ClosePlan Admin areassettings as System Administrator user.

In this example, the User Standard user was assigned with ClosePlan Admin status, but was prevented from creating Custom Attributes for Account Planning.

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This is because creating a Custom Attribute creates a Custom Field on the Object :  CP: AP Whitespace Item (TSPC_AP_WS_Item__c)

Creating Custom Attributes for Account Planning requires the User to be:

• A Salesforce System Administrator

OR

• Have permission to Customize Applications, while also being assigned as a ClosePlan Admin

and requires system permissions Customize Application in Salesforce

Error Message:

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Solution:

This configuration requires Salesforce a System Administrator

Solution:

• The User must request their Salesforce System Administrator to add the Custom Attributes (It can be done in 2-3 minutes...)

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• The User can ask their Salesforce Admin to give them permission to 'Customize Application'

Note:

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Creating a Custom Field requires Salesforce System Administrator access or the 'Customize Application' permission. This permission is not normally assigned to Users. Please contact your Salesforce System Administrator to request permission. 

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