Engage Campaign 'Attach file' button system permissions are not granted via permission sets
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Engage Campaign 'Attach file' button system permissions are not granted via permission sets

Pardot

Last updated 2020-08-10 ·Reference W-7759585 ·Reported By 1 users

In Review

Summary
A user who attempts to utilize the "Attach File" and/or "Upload Image" functionality in a Salesforce Engage Campaign (email) must use a Salesforce profile with the system permissions "Create Content Deliveries" and "Create Public Link."

Granting these two system permissions via a Salesforce permission set does not allow a user to 'Attach File' or 'Upload Image' in an Engage campaign.

Repro
1. Create a permission set with the system permissions "Create Content Deliveries" and "Create Public Links"
2. Grant this permission set to a user who has a profile without these two system permissions
3. The above user navigates to a lead/contact to "Send Engage Email"
4. User attempts to 'Attach File' and either:
▸ a. does not see the 'Attach File' button and/or 'Upload Image' option
▸ b. does not see any shared files

Workaround
Give the user a profile with the system permissions "Create Content Deliveries" and "Create Public Links"

Reported By (1)

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