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Sales Representative Custom Role not able to create Sales Object Records

in Sales 2 comments

Hi Team,

I’ve created a top-level role by copying the Sales Representative role (ORA_ZBS_SALES_REPRESENTATIVE_JOB) and assigned it to a user. After that, I executed the following LDAP jobs:

  • Send Pending LDAP Requests
  • Retrieve Latest LDAP Changes
  • Import User and Role Application Security Data

However, I'm encountering two issues:

  1. The user is unable to view the created records on the list page.
  2. When attempting to create a new record from Redwood Sales UI, the system throws the following error upon saving:
    "The opportunity isn't valid. The referenced opportunity must exist either in MOO_OPTY or in MOO_IMP_OPTY in the same import batch."

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