Deleting Referrals

Right now, there is no special handling of Referral deletion on the WorkSpan side. Hence no information is sent to WorkSpan if a Referral is deleted in Salesforce, and vice versa. In order to avoid possible problems, the option to delete Referrals is not available OOTB to any persona. For a user to become able to delete Referrals, they need to have the following:

1. The object-level Delete permission for the Referral object or the ‘Modify All Data’ system permission is provided via their Profile or a Permission Set. This is already included in the WorkSpan SOM permission set.
2. The packaged ’Delete Opportunity Referrals’ Custom Permission is assigned to them. This is already included in the WorkSpan Admin permission set.
3. [Optionally] The standard Delete button is added to every Referral Page Layout.

Important things to note:

• A user needs both p.1 and p.2 to be able to delete Referrals. Otherwise, they will get the “You don't have the right to delete this record; contact your system administrator.” error message:

• P.3 is optional because having p.1 means that a user will see the Delete action in the Referral list views. This is not configurable. However, without p.2, they won’t be able to use it.

If you want to provide the option to delete Referrals to some users, then you SHOULD NOT just assign them a combination of WorkSpan SOM and WorkSpan Admin permission sets unless their use cases fit both of those personas at the same time. You also should NOT assign them the ‘Modify All Data’ system permission because it is extremely powerful and should be reserved for System Administrators and similar roles. What you should do is just modify the user’s existing Profile or Permission Set, giving them the object-level Delete permission for the Referral object and the packaged ’Delete Opportunity Referrals’ Custom Permission as described above. Otherwise, the user will have too much-unintended access.

If you do allow your users to delete Referrals, it can lead to two problematic cases:

1. If you update a Referral in Salesforce and then delete it in Salesforce before the async update is sent to WorkSpan (which usually takes only a few seconds, but Salesforce does NOT guarantee that), then the async update becomes unqueued, and the updated information will never reach WorkSpan.
2. If a Referral is deleted in Salesforce, but then WorkSpan sends an update for it—it will receive an error, and the Referral will NOT be re-created.