Best Practices for Salesforce Permissions

  • Updated

Prerequisites

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

Salesforce Integration Permissions

The following Salesforce permissions are required to sync data between Demandbase and Salesforce. See the Salesforce documentation for setting these permissions at Share Objects and Fields.

Important: The Salesforce Integration and API Only System Integration profiles do not provide necessary permissions. We highly recommend creating a dedicated integration user and assigning a permission set that includes the API Enabled access. See Salesforce's article Create a Permission Set and Grant API Enabled Access.

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 Demandbase One for Sales (formerly Sales Intelligence) Salesforce chart. See Understanding the Demandbase One for Sales iFrame 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. 

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  5. Click Save. 

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