Troubleshoot Component Access in Omnistudio for Managed Packages

Identify and resolve access-related issues in your orgs:

  1. In orgs without an Omnistudio license, follow these steps to verify the feature flag status for AdvancedOmnistudioAccessCheck, ApexClassCheckForIP, ApexClassCheck, EnforceDMFLSAndDataEncryption, and EnableQueryWithFLS:
    1. From Setup, in the Quick Find box, enter Custom Settings, and then select Custom Settings.
    2. Click G and go to General Settings.
    3. Verify whether the flag is set to true. If it’s false, these specific security checks are not active.
  2. In orgs with an Omnistudio license, follow these steps to verify the feature flag status for AdvancedOmnistudioAccessCheck, ApexClassCheckForIP, ApexClassCheck, EnforceDMFLSAndDataEncryption, and EnableQueryWithFLS:
    1. From Setup, in the Quick Find box, enter Omni Interaction Configuration, and then select Omni Interaction Configuration.
    2. Verify whether the flag is set to true. If it’s false, these specific security checks are not active.
  3. Verify the object-level access. Make sure that the user's profile or permission set has the necessary read, create, edit, or delete access for the object.
    1. From Setup, in the Quick Find box, enter Profiles, and then select Profiles.
    2. Click the user’s profile that you want to verify for the object-level access.
    3. Locate the user’s object in the Custom Object Permissions or Standard Object Permissions section, and verify whether the Read, Create, Edit, and Delete checkboxes are selected.
  4. Verify field-level security (FLS). If specific fields are missing from dropdowns or picklists, verify FLS for the object.
    1. From Setup, in the Quick Find box, enter Profiles, and then select Profiles.
    2. Click the user’s profile that you want to verify for FLS.
    3. Locate the user’s object in the Field-Level Security section, and click View.
    4. Verify whether the Read Access and Edit Access (if applicable) checkboxes are selected.
  5. Verify custom settings and make sure that the user profile has the specific custom setting definition assigned. For more information about custom settings, see View and Edit Custom Settings.
    1. From Setup, in the Quick Find box, enter Custom Settings, and then select Custom Settings.
    2. Click the name of the custom setting that you want to view.
  6. Verify whether the View Setup and Configuration user permission is enabled. This permission is required for accessing named credentials and metadata. For more information about permissions, see User Permissions.
    1. From Setup, in the Quick Find box, enter Profiles, and then select Profiles.
    2. Click the user's profile that you want to view.
    3. In the Profiles page, under the Administrative Permissions section, verify whether the View Setup and Configuration checkbox is selected.
  7. Verify whether the user has permission to publish or subscribe to VlocityTrackingEvent__e.
    1. From Setup, in the Quick Find box, enter Permission Sets, and then select Permission Sets.
    2. Click the name of the permission set that you want to view.
    3. In the Permission Sets page, under the Apps section, click Object Settings.
    4. In Objects list, locate the VlocityTrackingEvent__e and verify whether the Read and Create permissions are assigned.
  8. As a quick workaround, use one of these methods to resolve access issues:
    1. Grant the missing object, Field, or Custom Setting permissions through a Permission Set to the affected users.
    2. If an immediate fix is required when you audit permissions, you can leave the value of AdvancedOmnistudioAccessCheck or ApexClassCheckForIP as false in General Settings.
    Note
    Note Use this only as a temporary workaround to maintain business continuity. After the necessary permission updates are complete, we recommend re-enabling it to make sure that your org remains aligned with the latest security access validations.