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  1. Salesforce: Refresh Data

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    1 comment  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Connor Hogan commented  · 

    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.

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