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Verify Proff Connect Insight Data access

Verify that the Proff Connect Insight Data permission set has correct access to Account, Contact, and Proff Insight objects.

Proff Connect uses a permission set named Proff Connect Insight Data to manage access to Company Insight and Contact Insight data. The installer runs a post-install script to configure this for you, but Salesforce security rules for managed packages sometimes prevent it from completing. If users cannot see Proff Insight data on Account or Contact pages, an administrator should verify that the permission set has the correct access.

Why parent objects matter (Master-Detail)

Company Insight and Contact Insight are tightly linked to your standard Salesforce records:

  • Company Insight is a child of Account (Master-Detail).

  • Contact Insight is a child of Contact (Master-Detail).

In Salesforce, a child record in a Master-Detail relationship inherits the security of its parent. If a user (or the permission set) does not have at least Read access to Account or Contact, the Proff Insight records stay invisible — even when the user has been granted access to the Proff objects themselves.

So Account and Contact are the gatekeepers: without Read on those parent objects, Insight data will not show.

Verification steps

Step A — Check parent object access

  1. Go to Setup → Permission Sets.

  2. Open Proff Connect Insight Data.

  3. Click Object Settings.

  4. Find Accounts and ensure Read is enabled.

  5. Find Contacts and ensure Read is enabled.

Step B — Check Proff object access

In the same permission set, under Object Settings, ensure the following Proff custom objects have full CRUD (Read, Create, Edit, Delete):

Object (API name)

Read

Create

Edit

Delete

Analyses__c

Yes

Yes

Yes

Yes

Analyses_Amount__c

Yes

Yes

Yes

Yes

Announcements__c

Yes

Yes

Yes

Yes

Balance_Sheet__c

Yes

Yes

Yes

Yes

Cash_Flow_Statement__c

Yes

Yes

Yes

Yes

Company_Insight__c (M-D Account)

Yes

Yes

Yes

Yes

Company_Main__c

Yes

Yes

Yes

Yes

Company_Roles__c

Yes

Yes

Yes

Yes

Contact_Insight__c (M-D Contact)

Yes

Yes

Yes

Yes

Income_Statement__c

Yes

Yes

Yes

Yes

Key_Figures__c

Yes

Yes

Yes

Yes

Mortgages__c

Yes

Yes

Yes

Yes

Mortgages_Overview__c

Yes

Yes

Yes

Yes

Public_Listings__c

Yes

Yes

Yes

Yes

Related_Connections__c

Yes

Yes

Yes

Yes

Related_Industries__c

Yes

Yes

Yes

Yes

Related_Roles__c

Yes

Yes

Yes

Yes

Shareholders__c

Yes

Yes

Yes

Yes

Short_Analyses__c

Yes

Yes

Yes

Yes

Short_Analyses_Amount__c

Yes

Yes

Yes

Yes

Subsidiaries__c

Yes

Yes

Yes

Yes

Trials__c

Yes

Yes

Yes

Yes

Step C — Check field access

Under Object Settings for the same permission set, open Account and ensure the following field has Read and Edit access:

Object

Field (API name)

Access

Account

Last_Synced_At__c

Read and Edit

If the post-install script did not complete

The package runs a post-install script to create and configure the Proff Connect Insight Data permission set. In some orgs, Salesforce does not allow the script to change access on standard objects (Account and Contact). In that case, the permission set may have full access to the Proff custom objects but no Read on Account or Contact.

Result: Users still cannot see Company Insight or Contact Insight on the record page.

Fix: Manually add Read access to Account and Contact in the Proff Connect Insight Data permission set, as described in Step A. That restores visibility for all child Insight records.

Assigned users

After the permission set has the correct object access, ensure the right users are assigned to it. The permission set is usually included via the Permission Set Groups (Proff Connect User Group and Proff Connect Admin Group). If you assign the permission set directly instead:

  1. Open Proff Connect Insight Data in Setup → Permission Sets.

  2. Click Manage Assignments.

  3. Add all users who should see Proff financial data and insights.