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List of permissions needed for Salesforce

This article describes the permissions needed for Goodkind and Salesforce connection

Tarang Singhal avatar
Written by Tarang Singhal
Updated over 7 months ago

Goodkind connects to Salesforce via the Connected apps framework. The account used for connection can be an admin account or an integration user. The following permissions are required for the connection.

Most of these permissions are found under the Administrative Permissions section. (Salesforce help article is linked).

Admin user

Reading data from Salesforce

  • Access to public reports

  • Read access to contacts, opportunity objects

  • Bulk read data

Writing data back into Salesforce

  • Field level security to write data into fields for Task Sub object within Activity Object

  • "Edit tasks"

  • "View and Setup Configuration"

For Integration user


Reading data from Salesforce

  • Using the "Salesforce API Only System Integrations" Profile

  • Assigning the "Salesforce API Integration" under "Permission Set License Assignments"

  • read access to contacts, opportunity objects

  • Using Role Hierarchy with a "Admin" role to allow access to records owned by sub roles

Writing data back into Salesforce

  • Field level security to write data into fields for Task Sub object within Activity Object

  • "Edit tasks"

  • "View and Setup Configuration"

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