Salesforce: Refresh Data
We’d like to request the ability for all roles to refresh data and variables when using the Salesforce integration. Currently, it appears this action is limited to specific roles — enabling this feature across all roles would streamline document workflows and ensure data consistency.
2
votes
Connor Hogan
shared this idea
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To clarify, Salesforce refresh is disabled for roles that do have the "Can edit own documents" permission turned off. We would like for a user to be able to refresh Salesforce variables without giving them permission to make other / freehand edits.