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Filikin Portal user cannot access campaign report
Hi,
I have a partner portal user who has access to campaigns and campaign members.
But it I create a report based on the campaign and campaign members report type, I get an insufficient privileges error when I try and run the report as the partner user.
I created a custom report type to mirror the Campaign and Campaign Members report and now the user can see the campaigns, but not the members.
However if she clicks into a campaign from the report, she can then see the members.
Have I missed something about reports and security?
I have a partner portal user who has access to campaigns and campaign members.
But it I create a report based on the campaign and campaign members report type, I get an insufficient privileges error when I try and run the report as the partner user.
I created a custom report type to mirror the Campaign and Campaign Members report and now the user can see the campaigns, but not the members.
However if she clicks into a campaign from the report, she can then see the members.
Have I missed something about reports and security?
Greetings to you!
According to Salesforce doc:
When the org wide sharing setting for an object is set to Public Read/ Write, it does not allow reports for the object to be viewed by Partner User due to security reasons.
The workaround for this limitation is to change the org wide sharing settings to Private.
Please refer to the below knowledge article which might help you further with the above issue.
https://help.salesforce.com/articleView?id=000004441&type=1
Also, please refer to below link:
https://success.salesforce.com/answers?id=9063A000000l2lhQAA
I hope it helps you.
Kindly let me know if it helps you and close your query by marking it as solved so that it can help others in the future. It will help to keep this community clean.
Thanks and Regards,
Khan Anas
I did notice that the Campaign Member external access was set to Controlled by Lead or Contact, but changing it to Controlled by Campaign made no difference.