An error occurred while retrieving file from CRM

Problem : "An error occurred while retrieving file from CRM"

Issue:
This is a common issue encountered in SFDC when a user tries to publish an offer. The error message “An error occurred while retrieving file from CRM” appears during the process.

Root Cause:
The error occurs when a user uploads an EULA file from their local system, but the Integration User (authenticated user) does not have the required permissions to access that external file.

Resolution 1: Grant File Access to the Integration User

You can resolve this by sharing the file with the Integration User and granting them Viewer access.

Follow the steps below to grant access:

1. Click on the 9-dots in the top-left corner.

2. Search for Files.

3. Locate the file you want to share access to.

4. Click the dropdown icon beside the file and select View File Details.

5. Click the Share button in the top-right corner.

6. Click on the blue profile icon and select People.

7. Search for the Integration User (Authenticated User).

8. Set the permission as Viewer.

9. Click on Share to save the changes.
   

Resolution 2: Enable “Query All Files” Permission

You can enable the “Query All Files” permission for the Integration User (authenticated user).

Follow the steps below to enable Query All Files permission:

1. Click on the Gear icon and select Setup.

2. Search for Users.

3. Open the Integration User (Authenticated User).

4. Click on Permission Set Assignments.

5. Select the SaaSify Permission Set assigned to the user.

6. Go to Object Settings.

7. Search for Query All Files .

8. Click Edit, then enable the Query All Files permission.

9. Click Save.