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One of our Salesforce Drawloop users got the following error when trying to create envelopes:

  • Error creating attachment for (Opportunity ###) (cannot_insert_update_activate entity): entity type cannot be inserted: Document (ExternalError)

What permissions need to be enabled to prevent this error?

 

I've been adjusting the Salesforce roles and permissions since we no longer want our Drawloop user login to be running with the System Administrator profile.  So, I've set the user profile to our Read Only profile and added the following permission sets:

  • Drawloop Admin
  • Drawloop User
  • Drawloop User - Salesforce +

The "Drawloop User - Salesforce +" is a clone of Drawloop User - Salesforce with read update permissions on the Opportunity object and full permissions on the Task object.

This error indicates the user doesn't have the required permissions to the Document object. Can you go to setup > manage users > profiles  > Standard Object Permissions  > Documents and confirm they have Read access. They may also need create if they are attaching the document to the record.



 



 



 

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