Transfer Read Error in Calculations

The error you are seeing has to do with permissions within Salesforce. 

Overview

With Express we have our own Roles (i.e. Sales Admin, Sales Manager, Sales Rep, Read-Only Sales Admin) that is set up in Express under Setup > Manage Users. This determines what a user can see in Express and the details are held on the Permission Set Assignment object in Salesforce.

However, when it comes to calculations and reporting, Express depends on Salesforce profiles as Express is designed to check each user's permissions within Salesforce before completing the task.

For calculations, it is not just the Sales Admin's profile we check, but all profiles of all users set up under Manager Users to make sure they have the correct Read permissions on our objects needed to complete calculations and save a Commission Statement.

Since a Salesforce System Admin has "overall power", it can overlook any missing permissions and continue without it. This is why when a Sales Admin user in Express who is also a Salesforce System Admin profile can run calculations without hitting the error. However, for any Sales Admin in Express who is not also a Salesforce System Admin, Express will check each profile for all users being calculated on. This non-Salesforce System Admin user cannot override any missing permissions on the Salesforce profiles. If any are missing, the Admin will hit the transfer read error. 

Why this Happens:

In the past, we have seen that with the Salesforce profile when a new user(s) is added or if changes to a profile have been made that it can remove permissions without the admin making those changes. These changes may not be associated with anything to do with Express, but are just overall changes to a profile or adding in a new user.

We have been working with Salesforce Support on this issue and do not currently have any further details, but do have a workaround where we manually check all profiles and all permission set assignments and add back in the missing permissions as needed.

How to Fix the Issue:

The Salesforce System Admin will need to check all profile permissions and Permission Set Assignment. For more details follow Activating Users in Express guide.