CE – Salesforce Required User Permissions

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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
WhoID
Subject
ActivityDate
Status
Priority
Description
TaskSubtype

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).