All Salesforce Users who could Own or Edit Leads or Contacts Require:
Read and Edit Access:
- UserGems Object-level Read & Edit Access
- UserGems Object Field Edit Access:
- Current Account
- Current Lead
- Current Contact
- Past Account
- Past Contact
- Past Lead
Read Only Access:
- All other fields on the UserGems Object
- All UserGems package fields on the Lead and Contact objects (prefixed with “UG”)
Granting Access to Your Users
If you selected "Install for All Users" when you installed the UserGems managed package, these permissions have likely already been extended to all Profiles and no further action is typically required.
Otherwise, you can adjust the Profile(s) that contain any User who might own a Lead or Contact:
(1) Go to Setup --> Users --> Profiles --> [Select a Profile] -->Object Settings --> UserGems to adjust the object-level access for the UserGems custom object, which is part of the UserGems managed package. Extend access as described above.
(2) Go to Setup --> Users --> Profiles --> [Select a Profile] --> Object Settings --> Contacts and Leads to adjust the field-level access for the UserGems fields on the Lead and Contact objects (all fields prefixed with "UG").
Alternatively, you could create a Permission Set with the permissions above that you could then apply to specific users or groups of users who might own Leads or Contacts.
Also See: