FAQ: SFDC Permissions for 6sense Functionalities (LEGACY)

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Functionality

What you need

The ability for 6sense to pull data directly

direct SFDC API access (read only)

To enable the Smartplay Functionality

To enable the Smartplay Functionality , provide at least direct API read access to SFDC Account, Lead, Contact, and Opportunity objects, as well as MAP Leads/Contacts

To enable Enrichment of SFDC Accounts, Leads, or Contacts

Must meet the minimum requirements to enable Smartplay Functionality AND allow direct API write access to the SFDC Object you wish to enrich.

To enable enrichment of MAP Leads/Contacts

Must meet the minimum requirements to enable Smartplay Functionality AND allow direct API write access to MAP Leads/Contacts

To enable contact purchase functionality

To purchase contacts, you must satisfy the minimum requirements to enable Smartplay Functionality . There may be additional requirements depending on your specific workflow:

  • Purchase and Download as CSV: no additional requirements.

  • Purchase and create as SFDC Leads: direct API write access to SFDC Leads

  • Purchase and create as SFDC Contacts: direct API write access to SFDC Contacts

  • Purchase and create as MAP Leads/Contacts: direct API write access to MAP Leads/Contacts

  • Purchase and add to SFDC Campaign: direct API write access to object(s) being added (SFDC Lead and/or SFDC Contact), AND write access to SFDC Campaigns

  • Purchase and add to MAP List: direct API write access to MAP Leads AND write access to MAP Lists

To sync the scores to sfdc and enable Sales Intelligence Iframe

Install 6sense sfdc app

To enable Sync From CRM Report

direct SFDC API access (need read access to public reports, and need permission to create custom reports)