Occasionally, a user's permissions may be configured too restrictively, preventing them from performing necessary tasks. This issue frequently arises due to the inability to delete activity plans.

What permissions are needed to delete an activity plan?

Each standard Salesforce task or event created from an Activity Plan (AP) maintains a reference to its source object (e.g., account, contact, matter, or any supported custom object) as well as to the AP Task record from which it was generated. When an AP is deleted, CaseCloud will either:

• Delete the related standard Salesforce tasks/events, or
• Delink them by clearing the AP and Task Template references.

If the user does not have sufficient permissions to delete or update those related tasks/events, Salesforce will raise an “Insufficient access rights on cross-reference id” error.

To successfully delete an AP and all of its related activities, users must have the following permissions:

1. Activity Plan objects
   • Activity Plan Template — Read, Edit, Delete
   • APT Task — Read, Edit, Delete
   • Activity Plan — Read, Edit, Delete
   • AP Task — Read, Edit, Delete
2. Standard Activity objects
   • Task — Edit Tasks
   • Event — Edit Events
     (These permissions are controlled in the profile/permission set under the General User Permissions or System Permissions, not under Object Settings.)
3. Parent (Base) object access
   • Read/Edit/Delete on the parent object (e.g., matter, account, contact, or custom object) referenced in the task/event Related To field.
   • Read access to contact and lead records referenced in the Name field.

Without these permissions, users may be blocked from deleting or updating related activities when an AP is removed.