SpotDraft–Salesforce Integration: Access Permissions Resolution

Last updated: March 11, 2026

Issue

Some Salesforce users encounter an error when accessing the SpotDraft app, preventing them from creating contracts, even though they appear to have the necessary Salesforce permissions.

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Root Cause Analysis

The SpotDraft app in Salesforce allows only Admin-approved users to access it by default. Users who are not pre-authorized through the app’s settings will receive an error, regardless of their profile permissions.

Affected Components

  • Salesforce Setup: App Manager → Contracts via SpotDraft → Edit Policies → Permitted Users

  • User Profiles: Only profiles included in Permitted Users can instantiate contracts via the integration

Resolution Steps

  1. Verify App-level Permissions:

    • Salesforce Setup → Quick Find → App Manager

    • Locate Contracts via SpotDraft → Click down arrow → Manage

  2. Update Permitted Users:

    • Click Edit Policies → Set Permitted Users to Admin-approved users are pre-authorized → Click OK → Save

  3. Assign Salesforce Profiles:

    • Click Manage Profiles

    • Select all relevant profiles (e.g., System Administrator, Sales Rep)

    • Save configuration

  4. Verify Integration Access:

    • Test with affected users to ensure SpotDraft app loads correctly

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