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Question

Permission Set Issue?

  • January 21, 2026
  • 1 reply
  • 36 views

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When creating a new business opportunity in Aurena a user receives the below screen only upon selecting a value in the customer field of the business opportunity. I believe this is a permission set issue, but unsure of the next steps to take. Please advise. 

 

 

1 reply

Nikila Dis
Hero (Employee)
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  • Hero (Employee)
  • January 22, 2026

Hi ​@mwesley11529 ,

Yes, this is a permission set issue. Below post might helpyou.

Regards,

Nikila Dissanayake