Resolving Access to Enablement Measures Objects and Fields
Sometimes Enablement admins can’t access objects, fields, or fields values when creating or editing measures. This scenario can happen when profiles, permission sets, or sharing settings restrict access or when the objects or fields are deleted or renamed.
Required Editions
| Available in: Lightning Experience |
| Enablement is available in Developer Edition with a limited number of add-ons. It is also available with Sales, Service, or the Salesforce Platform in: Enterprise, Performance, Unlimited, and Einstein 1 Sales Edition Editions for an additional cost |
| Enablement Lite is available with Sales in: Enterprise, Performance, and Unlimited Editions |
| Partner Enablement is available in Developer Edition with a limited number of add-ons. It is also available with Sales, Service, or the Salesforce Platform in: Enterprise, Performance, and Unlimited Editions for an additional cost. A supported PRM add-on license is required. |
Multiple Enablement Admins with Different Object- and Field-Level Security
Enablement Settings, under the section Let Enablement Admins Build Measures on All Objects and Fields, includes the option Allow build access for all objects and fields.
When this setting is off, Enablement admins can build measures using only the objects, fields, or field values that they have permission to access.
When this setting is on, Enablement admins can see the names of all objects, fields, and field values, but only when creating measures. Outside of Enablement, or when previewing a measure, access to all objects and fields remains restricted by object- and field-level security, including the ability to view associated data within records.
Turn on this setting in either of these situations.
- Multiple Enablement admins collaborate on programs but have different object- and field-level security.
- Your Enablement users have wider object- and field-level security than your Enablement admins have.
For example, maybe another Enablement admin has wider object- and field-level security than you, and they created a measure using objects and fields that you can’t access. When this setting is off, opening the measure shows a message for each hidden object or field explaining that it can’t be shown. If you try to edit or clone the measure, you must replace hidden objects or fields with available objects or fields. But, you can’t add a hidden object or field back after removing it and saving the measure. In this example, turning on Allow build access for all objects and fields can avoid the data access issue.
Deleted or Renamed Objects and Fields
Sometimes you can’t see an object or field when you open a measure because the object or field was deleted or renamed. In this case, the measure becomes invalid, and it no longer tracks users’ progress until you update the measure to evaluate valid data.
Sharing Settings
Sometimes you can’t see qualifying records during a measure preview, so it appears that the measure isn’t working correctly, even though the qualifying records exist. In this case, ask your Salesforce admin to check whether your company’s sharing settings are limiting your access.
- Make sure that your organizational-wide defaults are set to Public Read Only or Public Read/Write.
- If you’re controlling access using hierarchies, grant Enablement admins access to records at a level above Enablement users.
Valid Measures That Are Hidden
When you’re editing a measure and you see a message that some objects or fields can’t be shown, check the status of the Valid field on the Enablement Measures page. From the App Launcher, find and select Enablement Measures.
If the measure is invalid, it’s no longer tracking users’ progress and you must correct the issue. See Considerations for Creating and Editing Measures.
If the measure is valid, you aren’t required to adjust it. A valid measure is still measuring program progress, but your company’s security settings are likely preventing you from viewing the hidden objects or fields. To edit or clone a measure that includes hidden items, you must replace the hidden items with available ones. Before removing an object or field that's hidden to you, contact your Enablement team to make sure the hidden item isn't still in use. You can’t add a hidden object or field back after removing it and saving the measure.
