"Greyed Out" Xero Contact Record Page Buttons
1 min
Some recently implemented Salesforce security guidelines require Breadwinner to use secure queries. As a result, the following UI elements will be disabled (greyed out) if the Salesforce user does not have Read access to the required fields listed below:
UI Elements impacted
Xero Contact Record page buttons:
- Reparent
- Control Sync Status
- Edit
Xero Guided Wizard
- "Edit Xero Contact before Creating the Invoice" link
Fields on the Salesforce Account object:
- BillingAddress
- ShippingAddress
- Phone
- AccountNumber
- Website
- OwnerId
Fields on the Xero Contact object:
- Name
Solution
To resolve this issue:
- Go to Setup → Profiles for the affected user(s).
- Open Field-Level Security for the Salesforce Account and Xero Contact objects.
- Grant Read access to all the fields listed above.
- Save the changes.
Once the required field access has been granted, the Xero Contact buttons and the Edit Xero Contact before Creating the Invoice link will be enabled and function as expected.