During the initial Installation of the RollWorks ABM app you must assign the required 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.
Authenticated User Required Permissions
- 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
Step by Step Video Instructions
Watch this 4-minute video for a step-by-step guide to assign the required permissions the Authenticated user in Salesforce.
In the video we will package all required permissions into a new permission called "RollWorks Authenticated User". Then you will assign this permission set to the user managing the integration.
- Cloning the RollWorks Admin permission set included with the package
- Adding System permissions > Users:
-
- View all users
- Manage Profiles and Permission Sets
-
- Adding System permissions > System
-
- View Setup and Configuration
- View Roles and Role Hierarchy
-
- Adding Object Settings permissions 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
-
Confirm who is your Authenticated User
After completing the initial installation of the App package, you can find who is Authenticated User by navigating to Settings > Integrations > Salesforce > User Email