In this guide, we will look at the Salesforce user permissions required to set up your Salesforce integration with Saleswhale. We will also cover how to view your Salesforce user profile permissions.
The following permissions are needed to set up the required fields in Salesforce for the integration:
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 Saleswhale:
API Enabled or API Only User
Enables API access for Saleswhale
Saleswhale uses your SFDC Reports to choose which Leads to contact
View Reports in Public Folders
Required to be able to choose a Report from which to enrol Leads
Lead and Contact: Read, Edit
Saleswhale primarily interacts with Leads and Contacts
Lead and Contact Mapped Fields: Read
Required to pull the values for any mapped fields when importing Leads or Contacts
Lead and Contact Owner Field: Read and Edit
Required for the Lead Owner Sync feature
Lead and Contact: Saleswhale Custom Fields
Required for the normal operation of the integration
Additionally, the following permissions are required for certain extra features of the integration:
Task: Read and Edit
Enables Saleswhale to create Tasks for each email sent to the Lead
Lead and Contact - DNC Synced Field: Read and Edit
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).