Verify Proff Connect Insight Data access

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.

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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.

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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

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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.

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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.

For most setups, adding Proff Connect Insight Data to both Permission Set Groups (as in Assigning the Correct Access) is enough; users in those groups then get the permission set automatically.