User cannot create new surveys in Survey Builder or Insufficient Privileges error

A user can not see parts of the Survey Builder or has trouble saving on any screen in the Survey Builder. The Survey Builder does not load, is missing components, or shows an Insufficient Privileges error.  

  • Feb 8, 2024
  • Knowledge

Permalink
https://kb.vicasso.com/?kb=000004721
Details

The Survey Builder uses the Salesforce metadata API; to take advantage of its features, it requires users to have Manage Profiles and Permission Sets, API Enabled, and Customize Application permissions.

If the Survey Builder loads with missing components or an Insufficient Privileges error, the running user does not have the proper profile permissions to utilize the Survey Builder.

In general, we do not recommend extending these profile permissions to end-users. The standard System Administrator profile provided by Salesforce already includes the required permissions to use the Survey Builder.

Please see our documentation regarding this requirement here.

Even with all of these permissions, the affected user may not have all the desired functionality from the Survey Builder. Vicasso cannot troubleshoot local profile settings, and recommends that Simple Survey is updated to the latest version to see if the issues are fixed.

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User cannot create new surveys in Survey Builder or Insufficient Privileges error
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User-cannot-create-new-surveys-in-Survey-Builder-or-Insufficient-Privileges-error