Identify your current Authenticated User
If you already have connected your Salesforce instance to RollWorks you will find the Authenticated User that manages the integration by navigating to Settings > Integrations > Salesforce > User Email
Choose your new Authenticated User
Your CRM Admin will decide which full user license will be used to authenticate and manage the integration. Depending on how many Salesforce licenses you have available you may want to use an existing user, however it is recommended using a full user license (not used by a human) dedicated to manage all 3rd party integrations. This will prevent data sync interruptions if the user leaves your company and is deactivated.
A full license is required
A full license is required, the limited Salesforce Integration User license does not provide sufficient permissions to RollWorks to configure the Visualforce components needed to power our Sales Insights product.
Assign Authenticated User Permissions
You must assign the permissions below to the Salesforce user who authorizes the App package, also referred as the Authenticated User. This is a crucial step to ensure the integration is configured correctly and data is synced daily between RollWorks and Salesforce bidirectionally.
- RollWorks Admin permission set included with the package
- Under System permissions > Users:
- View all users
- Manage Profiles and Permission Sets
- Under System permissions > System
- View Setup and Configuration
- View Roles and Role Hierarchy
- Under Object Settings for Account, Opportunity, Contact, Lead, Campaign, and Task/Activity objects:
- 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
If these permissions are not granted to the Authenticated User you may experience some of the following issues:
- Missing data in Salesforce Custom Objects and Salesforce Reports
- Missing data in the Revenue Impact Report
- Unavailable Salesforce filters when building Account Lists and Contact Lists
- Unavailable Salesforce filters when customizing Journey Stages
- Unavailable Salesforce filters when customizing Workflows