What permissions does the Salesforce API user that I link to ContactWorld need to use ContactWorld in Salesforce?
To make and receive calls using ContactWorld in Salesforce, you must have a Salesforce API user set up and you must link ContactWorld to this user. For information about linking ContactWorld to a Salesforce user, see Linking ContactWorld to a Salesforce account.
We recommend that you clone the System Administrator profile and assign the cloned profile to the Salesforce API user you want to link to ContactWorld.
The cloned Salesforce profile must have the following permissions:
| Profile section | Field | Value/Description |
|---|---|---|
| Administrative Permissions | ||
| API Enabled | yes | |
| Password Never Expires | yes (recommended) | |
| Modify All Data | yes (automatically checks all permissions for all objects) | |
| IP Restrict Requests | no (recommended) | |
| Login Hours | ||
| Do not specify login hours (recommended) | ||
If you do not want to use the System Administrator profile, you must create a different profile with the following permissions as a minimum:
| Profile section | Field | Value |
|---|---|---|
| Administrative Permissions | ||
| API Enabled | yes | |
| Password Never Expires | yes (recommended) | |
| General User Permissions | ||
| Edit Tasks | yes | |
| Custom Object Permissions | ||
| Call End Events | Modify All | |
| Field-Level Security | ||
| Tasks | Where possible, all task fields must be Visible and not Read-Only (some fields cannot be edited). | |
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