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. 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 ContactWorld need to use ContactWorld in Salesforce?
You must assign the ContactWorld API user permission set to your API user.
The ContactWorld API user permission set contains, amongst others, the following permissions:
- API Enabled
- Edit Tasks
- Password Never Expires
- Read, Create, Update, Delete, View All and Modify All permissions on all the custom objects included in the ContactWorld package.
- Read/Write access to all the custom fields (both for custom and standard objects) included in the ContactWorld package
Your API user may also need the following additional permissions:
- If your org uses a Private sharing model, your API user needs the View All Data permission.
- If you use the Data Retriever applet to insert records in Salesforce. your API user needs the Modify All Data permission.
In both cases, clone the ContactWorld API user permission set, add the View All Data permission, Modify All Data permission, or both, and then assign the modified permission set to the API user.
Your API user also requires the following:
Item | Requirement |
|---|---|
| License | Salesforce We do not recommend that your agent uses a Salesforce Platform license. Some features may not work with this license. |
| Profile | Standard User The Standard User profile includes no login hour and IP restrictions. |