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Omnistudio Component Access Issues and Potential Causes
This table outlines the permissions required when the AdvancedOmnistudioAccessCheck feature flag is enabled.
| Components | Objects or Settings | required permissions | potential symptoms if permission is missing |
|---|---|---|---|
| DocuSign | DocuSignSystemUser__c |
Custom setting access assignment | Empty response or null values in the DocuSign setup page. |
| DocuSign | NamedCredential |
View Setup and Configuration access | Empty response or null values. Named credential dropdown is empty. |
| DocuSign | VlocityDocuSignBranding__c |
Object Read + Field level Read access | Empty response or null values in DocuSign setup branding. |
| DocuSign | DocuSignEnvelopeTemplate__c |
Object Read + Field level Read access | Error message on the templates page: You do not have access to Document Templates. |
| Data Mapper | DocuSignEnvelopeTemplate__c |
Object Read + Field level Read access | Error message on the templates page: You do not have access to Document Templates. |
| Tracking Service | VlocityTrackingEntry__c |
Object Insert + FLS Edit access | Exception on page (insert failed) in tracking-enabled components. |
| Tracking Service | VlocityTrackingEvent__e |
Platform event access check | Error message: You do not have access to VlocityTrackingEvent__e. |
| Tracking Service | CustomerInteraction__c |
Object Insert + FLS Edit access | Exception on page (insert failed) in tracking-enabled components. |
| Card Runtime | VlocityUILayout__c |
Object Read + Field level Read access | Exception on page (no access) in cards layout selection. |
| Card Runtime | CustomSettings__c |
Custom setting access assignment | Empty response while loading Vlocity cards. |
| Vlocity Cards | VlocityCard__c |
Object Read + Field level Read access | Exception on page (query failed) while loading Vlocity cards. |
| Vlocity Cards | VlocityUITemplate__c |
Object Read + Field level Read access | Exception on page (query failed) while loading card templates. |
| Vlocity Cards | VlocityAction__c |
Object Read + Field level Read access | Exception on screen (query failed) on cards action functionality. |
| Vlocity Cards | CustomerInteractionTopic__c |
Object Insert + FLS Edit access | Exception on page (insert failed). |
| Vlocity Cards | CustomSettings |
View setup and configuration | Empty response while loading Vlocity cards. |
| Template Controller | VlocityUITemplate__c |
Object Read + Field level Read access | Error message on the templates page: You do not have access to VlocityUITemplate__c. |
| Template Controller | CustomSettings__c |
Custom setting access assignment | Empty response while loading Vlocity cards. |
| Party Hierarchy | PartyRelationship__c |
Object Read + Field level Read access | Exception on page (no access) for Party relationship. |
| Data Mapper | Attribute__c |
Object Read + Field level Read access | Exception on page (query failed) during the Data Mapper runtime execution. |
| Datapacks | VlocityLibraryOrganization__c |
Object Read + Field level Read access | Exception on page (query failed) on organization list dropdown. |
| Datapacks | VlocityDatapack__c |
Object Read + Field level Read access | Exception on page (query failed) on Vlocity datapacks list page. |
| OmniScript Designer | VlocityCalculationMatrix__c |
Object Read + Field level Read access | Empty dropdown or Exception on Calculation matrix element dropdown. |
| OmniScript Designer | Any object used by the customer | Object Read + FLS Read access | Error message: You do not have access to [Object], or missing fields in dropdowns. |
| Dynamic Object Fetching | Any object used by the customer |
Object Read + FLS Read access | Empty response or null for dynamic objects used in Remote Actions, Data Mappers, or Integration Procedures. |

