1. Overview
This article relates to previewing the Notes and Attachment PDF that is generated and saved after the "Statement Generation" process is complete.
When previewing the PDF, the document is blank/empty.
The first step is to check the PDF Preview Generates correctly. To do this:
- Navigate to the Campaign
- Click on the related Campaign Members and then click into the Campaign Member (be careful that you are now on the Campaign Member and NOT the Contact record).
- Press the "Annual Statement" button to preview. If you cannot see this button, then make sure you have clicked on the Campaign Member and not the Contact. If you still cannot locate, ask your Salesforce Administrator to add this button to the Page Layout.
If this shows the Statement PDF correctly, then please continue with this procedure.
The issue is related to Salesforce settings. Please review the Salesforce Help Article: Impact of "Session Security Level Required at Login" set to "High Assurance" on asynchronous processing. The following Salesforce noted issue "Two Factor authenticated user having session setting set as 'High Assurance' and Async apex generated PDF attachment, file content shows as blank" has some more information.
The following article provide some guidance for addressing this issue. Please note, as this is a Salesforce environment related issue, our standard support is unable to provide more information or assistance. Please contact Salesforce directly for more help.
- Navigate to setup (Cog in top right)
- Search "Profile"
- Click into menu item for "Profiles"
- Click on the Profile being used by the User(s) that need to generate Annual Statements.
2. Disabling "High Assurance" at the profile level permission
Click into Session Settings
- Click the "Edit Button"
- Set "Session Security Level Required at Login" as "--None--"
- Save
3. Enabling High Assurance for User Login Level permission
You can update the user profiles permission to have the "High AssuranceXXXXX" set at the profile level or create a new permission set. The following steps are for creation of a new Permission Set as standard profiles have this setting read only.
- Click on setup cog (top right)
- Search "Permission Set"
- Click on "Permission Sets" menu item
- Press "New" button to create a new Permission Set
- Give the Permission Set a name
- Select "Salesforce" as the License
- Press "Save" button
Click into System Permissions
- Press Edit
- Locate "Multi-Factor Authentication for User Interface Logins" and select
- Press "Save" button
Press "Manage Assignments" button
Press "Add Assignment" button
- Select Users to assign permission set to
- Press "Next" button
Press "Assign" button to complete
