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Set Field-Level Security to Enable Creation of the Client Segmentation App
Before creating the Client Segmentation App app, make sure the Analytics Integration User has access to all fields used in the app.
If users don’t have proper field-level security permissions when they run a dataflow, the dataflow can fail. Here’s how to set Salesforce field-level security to enable the Analytics Integration User to see all fields used in the app.
Lightning Experience
- In Setup, enter object in the Quick Find box, and click Enter.
- Select Object Manager.
- Enter the name of the object whose field-level security you need to edit in the Quick Find box, and click Enter.
- Select the object you need to edit, then select Fields & Relationships.
- Select the field you need to edit, then select Set Field-Level Security.
- Look for the Analytics Cloud Integration User, check the boxes for the required fields under Visible, and click Save.
- Repeat steps 5 and 6 for all fields you want to use.
- Refresh your browser cache.
Salesforce Classic
- In Setup, enter the name of the object whose field-level security you need to edit in the Quick Find box and click Enter.
- Click the name of the object.
- The next window shows all the fields for the object. Go to the one(s) where you need to edit field-level security.
- Look for the Analytics Cloud Integration User, check the boxes for the required fields under Visible, and click Save.
- Repeat steps 2 through 4 for all objects with fields you want to use.
- Refresh your browser cache.
You can now create the Client Segmentation App app.
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