Best Practices: Salesforce Permissions

  • Updated

Prerequisites

The following permissions are required to set up the Salesforce integration:

Salesforce Permissions

The following Salesforce permissions are needed to customize the user created for syncing Demandbase and Salesforce. See the Salesforce documentation for setting these permissions starting on this page: Share Objects and Fields.

Important: 

  • Once you have the correct permissions, you'll need to get a Consumer Key and Secret to log in (authenticate) to Salesforce. See Step 2: Obtain Salesforce Credentials.
  • As a best practice, we highly recommend that you create a dedicated Salesforce API user that Demandbase can use to synchronize with Salesforce via the Salesforce APIThis allows you to more easily update permissions than using a user that is an employee who might leave the company or change roles. See the Salesforce documentation for how to Create a Secure Salesforce API User.

Recommended Permissions

Read Access:

  • Accounts
  • Campaigns and Campaign Members
  • Contacts
  • Leads
  • Activities (Events and Tasks)
  • Users - To show record owner information. 
  • Queues - Same as users, leads can be assigned to queues too.
  • Opportunities - We use Opportunities for below two functions.
    • To create our Program Impact Report (we tie campaign membership to sales cycle results such as the # of accounts that reached success in the campaign).
    • To allow you to group or filter by Open Opportunity Status (for example, show me every open opportunity).
  • Reports
    • Run Reports
    • View Reports in Public Folders

Write/Edit Access:

  • Accounts
  • Campaigns and Campaign Members (if using Orchestration) 
    • The user needs to have the Marketing User checkbox checked. 
  • Contacts
  • Leads
  • Tasks (for Activity Logging)

Bare Minimum Permissions

Read Access:

  • Accounts
  • Campaigns and Campaign Members
  • Contacts
  • Leads

Write/Edit Access:

  • Accounts
  • Contacts
  • Leads

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