Salesforce Integration: Required permissions for the Authenticated User

During the initial Installation of the RollWorks ABM app in your Salesforce instance your CRM administrator must assign the following permission set to the integration user (also referred as the Salesforce Authenticated User).

Watch this 4-minute video for a step-by-step guide to assign the required permissions the Authenticated user.

 

Required RollWorks Permissions for the Authenticated User

  1. RollWorks Admin permission set
  2. Under System permissions > Users:
    • View all users
    • Manage Profiles and Permission Sets
  3. Under System permissions > System
    • View Setup and Configuration
    • View Roles and Role Hierarchy
  4. Under Object Settings: 
    • Object Permissions: Enable Read, Create, Edit, Delete, View All, Modify All
    • Field Permissions: Enable Read Access and Edit Access to all fields in the object
    • Permissions in Step 4 should be applied to Account, Opportunity, Contact, Lead, Campaign, and Task/Activity Objects.

If these permissions are not granted to the Authenticated User you may experience issues with the Salesforce integration:

 

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