FAQs
Why does the import wizard not run for a specific user?
Like a lot of Salesforce, the import wizard is governed by permissions. So if it fails to run under a specific user, the problem is typically permissions. Below are some checks we recommend going through:
- Does the user have our standard or full permission sets? If you are not sure, please review this support article.
- If the source is a Salesforce report, can the user run the report and see all the fields?
- If the source is a list view, does the user have access to it and all the fields?
- When the import fails, is there any message logged in maintenance?
If the above options don't help please contact us.