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Objects and Fields

Access Level

Lead

READ

First Name

READ

Last Name

READ

Company Name

READ

Email Address

READ

Address (physical)

READ

Plus all available fields

READ

* We only read these if used in triggered campaigns and only the ones used

Contact

First Name

READ

Last Name

READ

Company Name

READ

Email Address

READ

Address (physical)

READ

Plus all available fields

READ

* We only read these if used in triggered campaigns and only the ones used

Accounts

Company Name

READ

Plus all available fields

READ

* We only read these if used in triggered campaigns and only the ones used

Opportunity

All available fields

READ

* We only read these if used in triggered campaigns and only the ones used

Campaign

READ

All available fields

READ

* We only read these if used in triggered campaigns and only the ones used

Campaign member statuses

WRITE

Task (lead and contact level)

Assigned to

WRITE

Subject

WRITE

Due Date

WRITE

Priority

WRITE

Activity Currency

WRITE

Created By

WRITE

Status

WRITE

Name

WRITE

We will only write to tasks when:

  • Triggering campaigns via Salesforce

  • The plugin is used inside Salesforce

  • You populate a recipient to send to via Salesforce within the Reachdesk platform.

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