To make and receive calls using NewVoiceMedia in Salesforce, you must have a Salesforce API user set up and you must link NewVoiceMedia to this user. For information about linking NewVoiceMedia to a Salesforce user, see Linking NewVoiceMedia to a Salesforce account. To access and use the NewVoiceMedia API correctly, the API user must have permissions to various objects, fields, pages and Apex classes included in the NewVoiceMedia 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 NewVoiceMedia need to use NewVoiceMedia 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 NewVoiceMedia package.
- Read/Write access to all the custom fields (both for custom and standard objects) included in the NewVoiceMedia package
Your API user may also need the following permissions:
- 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 |
| Call Type | CallType | Read |
| Call Duration | CallDurationInSeconds | Read |
| 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 |
Finally, you must provide the correct access to any standard or custom fields which are referenced through configuration. For example, give the API user the necessary permissions to read from any fields you configure through custom settings.
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.
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. |