Best Practices: Salesforce Permissions

Prerequisites

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

• In Salesforce, you must be an Admin to install and configure the Demandbase ABM AppExchange application for Salesforce.
• In Demandbase, you must be an Admin user to connect Demandbase and Salesforce.

Salesforce Integration Permissions

The following Salesforce permissions are required to integrate Demandbase and Salesforce. See the Salesforce documentation for setting these permissions at 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 API. This 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
• Activities (Events and Tasks)
• Campaigns and Campaign Members
• Contacts
• Leads
• 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).
• Queues - Same as users, leads can be assigned to queues.
• Reports
  • Run Reports
  • View Reports in Public Folders
• Users - To show record owner information.

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

Salesforce Visualforce Chart (iFrame) Permissions

The integration user must have the correct permission to enable the Demandbase ABX and Sales Intelligence Salesforce chart. See ABX and Sales Intelligence Insights Available in Salesforce. 

1. Log in to Salesforce as an Admin user.
2. Click on Setup (Salesforce Classic) or the Setup Icon (Salesforce Lightning) at the top right of the page.  
3. In the left panel, go to Profiles and find the Demandbase integration user. Click Edit. 
4. Scroll down to Administrative Permissions section and select the View Setup and Configuration checkbox. 
   

   

5. Click Save.