To make and receive calls using ContactWorld in Salesforce, you must have a Salesforce API user set up and you must link ContactWorld NewVoiceMedia to this user. For information about linking ContactWorld NewVoiceMedia to a Salesforce user, see Linking NewVoiceMedia to a Salesforce account. To access and use the ContactWorld API correctly, the API user must have permissions to various objects, fields, pages and Apex classes included in the ContactWorld package. The ContactWorld API user permission set includes all the permissions that the API user needs.
What permissions does the Salesforce API user that I link to
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NewVoiceMedia need to use ContactWorld in Salesforce?
You must assign the ContactWorld API user permission set to your API user.
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- If you need to query users, your API user needs the View All Users permission
- If your org uses a Private sharing model, your API user needs the View All Data permission.
- If you use the Data Connector applet to insert records in Salesforce, your API user needs the Modify All Data permission.
You must also give your API user access to some standard fields on the Task object (bold permissions are not included in Standard User profile):
| Field label | Field name | Access |
|---|---|---|
| Name | WhoId | Read and write |
| Related To | WhatId | Read and write |
| Call Object Identifier | CallObject | Read and write |
| Call Type | CallType | Read and write |
| Call Duration | CallDurationInSeconds | Read and write |
| Comments | Description | Read and write |
| Type | Type | Read and write |
| Status | Status | Read and write |
| - | ReminderDateTime | Read and write |
| Assigned To | OwnerId | Read and write |
| Subject | Subject | Read and write |
| Due Date | ActivityDate | Read and write |
In all cases, clone the ContactWorld API user permission set, add the required permission or permissions, and then assign the modified permission set to the API user.
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