In Salesforce, to automatically assign a Case or Lead to users, we create an Assignment Rule. Using a rule, the system successfully assigns the Case or Lead to the selected user.
However, sometimes when assigning a user to a lead record in the Lead or Case Assignment Rule, an error appears: ‘Assignee does not have permission to view Cases or Leads.’
In this article, I will explain the error ‘Assignee does not have permission to view Cases or Leads’ in Salesforce, why it occurs, and how to fix it with step-by-step solutions.
Salesforce Error: Assignee Does Not Have Permission to View Cases or Leads
Below, using an example, I will explain the error ‘Assignee does not have permission to view Cases or Leads’ in Salesforce, when it occurs, and the reason behind it.
For example, while creating a case or lead assignment rule in Salesforce, we need to assign a specific user or queue to the record.
- A Case Assignment Rule assigns a new Case to User Jimmi Aderson.
- A Lead Assignment Rule assigns a new Lead to the same user.
But when we try to save the assignment rule, we see this error: ‘Assignee does not have permission to view Cases or Leads.’
In the image below, you can see the error we got while creating a case assignment rule in Salesforce.
Additionally, we may encounter the same error when creating a lead assignment rule in Salesforce.
Solution: Assignee Does Not Have Permission to View Cases or Leads in Salesforce
Below, I will explain the reasons behind the error ‘Assignee does not have permission to view Cases or Leads’ in Salesforce, and then I will show you how to resolve it step by step.
Missing Object Permissions form Profile:
The user profile or permission set does not have proper Read/Edit access on Case or Lead objects. Sometimes, users have Create permission but not Read/Edit, which causes this error.
- First, let’s navigate to the user profile and check the ‘Case and Lead‘ objects permissions. For that, on the Home Page -> go to Setup -> in Quick Find, search for ‘User‘, and click the user for whom you are getting an error.
- Next, to verify their profile permission, click on the profile assigned to the user.
- Then click the Edit button to grant Case and Lead object permissions to this profile. Once added, these permissions will apply to all users who are assigned this profile.
- Now, you can see that for the Standard Object permissions, this profile lacks permissions for the Case and Lead objects. As a result, the error ‘Assignee does not have permission to view Cases or Leads’ occurs.
- Now, let’s enable the Case and Lead object permissions for this profile so that users assigned to it can view and access the records without getting the error. After that, click the Save button to apply and save the changes.
- Now let’s check it. After granting the Case object permission, let’s add the user to the Case Assignment Rule and see if they can access the assigned Case without getting an error.
- To do this, open the Case or Lead Assignment Rule, add the user to assign the record, and then click the Save button to update the rule.
- This time, as you can see in the image below, the user has been successfully assigned to the record without any error.
Similarly, for the Lead Assignment Rule, you must also grant the appropriate permissions to the user. After that, you can assign Lead records to the user without getting any errors.
Conclusion
I hope you have an idea about the error “assignee does not have permission to view cases or leads in Salesforce.” This error occurs when users lack the necessary permissions for Case or Lead objects.
By updating the profile or permission set access and checking the sharing settings, you can resolve the issue and ensure users can view assigned records without error.
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I am Bijay Kumar, the founder of SalesforceFAQs.com. Having over 10 years of experience working in salesforce technologies for clients across the world (Canada, Australia, United States, United Kingdom, New Zealand, etc.). I am a certified salesforce administrator and expert with experience in developing salesforce applications and projects. My goal is to make it easy for people to learn and use salesforce technologies by providing simple and easy-to-understand solutions. Check out the complete profile on About us.
