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 as a prerequisite to set up the required fields in Salesforce for the integration and connect to Salesforce:
If the above permissions are disabled, please contact your Salesforce administrator.
Read more about how to check your Salesforce user permissions (via Salesforce).