85. How to check if necessary permissions, that are required for triggering the SMS on Jungo Lead creation, exist for Guest User?

A User with Guest User license creates Jungo Leads. As per the setting SMS user needs to be sent on lead creation. However the SMS is not sent. In order to troubleshoot such an issue, follow the given steps :

1. 1Check if task is getting created on lead creation. If task is not created check to see if the XML configuration and the workflow rule/process builder is configured correctly. Also check if the rule is active and the record meets all the criteria mentioned in the rule for the action to be triggered.
2. If the task is created and still the SMS is not sent, follow these steps:

• Check object level permission –
  We need to check if the Guest user has object level permission on Jungo Leads. Follow the given procedure to grant object level permission to Guest User for Jungo Leads object:

1. Log in with System Administrator’s subscriber access.
2. On the Setup page type Users in Quick Find/Search.
3. Click the Username of the Guest User and select his Profile.
4. Click Edit on the Profile and scroll down to Custom Object Permissions section.
5. Grant Read, Create and Edit permissions on Jungo Leads object on the profile.
6. Click Save.

• To check if this permission is enabled on the profile, we can provide the customer with the following snippet and ask them to run the snippet in workbench to see if the user has object level access:

DescribeSObjectResult result = Schema.getGlobalDescribe().get(‘‘).getDescribe();
System.debug(‘Object Accessible:’+result.isAccessible());
System.debug(‘Object Createable:’+result.isCreateable());
System.debug(‘Object Updateable:’+result.isUpdateable());
System.debug(‘Object Deleteable:’+result.isDeletable());
for (Schema.Sobjectfield obj : result.fields.getMap().values()) {
Schema.DescribeFieldResult fldResult = obj.getDescribe();
System.debug(‘Field Name:’+fldResult.getLabel()+’;\tField Accessible:’+fldResult.isAccessible()+’;\tField Createable:’+fldResult.isCreateable()+’;\tField Updateable:’+fldResult.isUpdateable());
}

• Check Field Level Permission–

Check whether the Guest User has access to all the fields on Jungo Leads object. Follow the given procedure to check for Field level permissions:

1. On the Setup page type Users in Quick Find/Search.
2. Click the Username of Guest User and select Profile of that user.
3. On the Profile, scroll down to the Field-Level Security section and click View next to the Jungo Leads object.
4. Click Edit button and grant Edit Access to all the fields wherever applicable.
   Read Access will be granted by default on system generated and formula fields.
5. Click Save.

• Check Record Level Permission–
  We also need to check whether the Guest user has record level accessibility for a particular Jungo Lead record. In order to do that, we need to check Sharing Settings for Jungo Leads in the Org. If the Sharing Setting is set to Private then we need to create a Jungo Lead sharing rule in order to grant access to the user. Follow the given procedure to create a Sharing rule on Jungo Leads:

1. On the Setup page type Public Groups in Quick Find/Search.
2. Create a new Public Group which consists of the Guest User so that we can share records with this Public group.
3. Once the group is created, Under Sharing Setting scroll down to the Jungo Leads Sharing Rules section.
4. Click New to create a new sharing rule and enter the criteria for sharing records with the Guest User.
5. Click Save and the sharing settings of the Org will be recalculated.

This will help in resolving the issue if Jungo Leads are getting created but the SMS is not sent as Guest User does not have necessary permissions.