This page describes the Salesforce user permissions required to integrate Salesforce with (CE). We will also cover how to view your Salesforce user profile permissions.
Required permissions
The following permissions are needed to set up the required fields in Salesforce for the integration with CE:
Permissions | Description |
|---|---|
Customize Application | To install the package, the user will need permission to create custom fields on Lead and Contact objects. These custom fields are prerequisites for the integration to work. |
The following permissions are required for the user that connects Salesforce to CE:
Permissions | Permission Type | Description |
|---|---|---|
API Enabled or API Only User | System | Enables API access for CE |
Run Reports | System | CE uses your SFDC Reports to choose which Leads to contact |
View Reports in Public Folders | System | Required to be able to choose a Report from which to enroll Leads |
Lead and Contact: Read, Edit | Object | CE primarily interacts with Leads and Contacts |
Account: Read | Object | Required when importing Accounts |
Lead, Contact, and Account – Mapped Fields: Read | Field | Required to pull the values for any mapped fields when importing Leads or Contacts |
Lead and Contact – Owner Field: Read and Edit | Field | Required for the Lead Owner Sync feature |
Lead and Contact – Saleswhale Custom Fields: Read and Edit | Field | Required for the normal operation of the integration |
Additionally, the following permissions are required for certain extra features of the integration:
Permissions | Permission Type | Description |
|---|---|---|
Task: Read and Edit | Object, Field | Enables CE to create Tasks for each email sent to the Lead |
Task Fields: Edit | Field | Required fields for Task data |
Lead and Contact – DNC Synced Field: Read and Edit | Field | Required for DNC Sync feature |
If the above permissions are disabled, please contact your Salesforce Administrator.
Read more about how to check your Salesforce user permissions (via Salesforce).