To ensure seamless integration between Demandbase and Salesforce, Demandbase recommends granting the integration sync user access to standard Salesforce Fields.
For information on Salesforce Objects, see Best Practices for Salesforce Object Permissions.
If you choose to limit the sync user’s access to a smaller set of fields (for example, restricting the standard Address field), certain fields must still remain accessible to maintain proper functionality. Demandbase’s Required Fields are automatically selected by Demandbase and can't be edited. See list of Demandbase - Salesforce Required Fields.
See Salesforce’s documentation for setting these permissions at Share Objects and Fields.
Prerequisites
You must have admin rights in Salesforce.
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.
Salesforce Field Permissions
Grant the integration sync user with at least READ access to the following Salesforce Fields:
Tip: To Take Action or use Orchestration with records, grant READ, WRITE, and EDIT access.
| Salesforce Object | Salesforce Field |
| Campaign | Id, SystemModstamp, Name, Type, Status, IsDeleted, IsActive |
| CampaignMember | Id, ContactId, LeadId, LeadOrContactId, FirstRespondedDate, CreatedDate, CampaignId, Status, HasResponded, SystemModstamp |
| Event | Id, SystemModstamp, DurationInMinutes, WhoId, WhatId, Subject, ActivityDate, AccountId, OwnerId, Type |
| OpportunityContactRole | Id, Role, IsPrimary, ContactId, OpportunityId |
| OpportunityHistory | Id, CreatedDate, CloseDate, Amount, Probability, StageName, OpportunityId |
| OpportunityStage | Id, MasterLabel, ApiName, IsActive, SortOrder, IsClosed, IsWon |
| Report | Id, SystemModstamp, Name, ReportType, ReportTypeLabel, Format |
| Task | Id, SystemModstamp, IsDeleted, Subject, Status, Priority, ActivityDate, OwnerId, WhoId, WhatId, Description, Type, IsClosed, TaskSubtype, AccountId |
| User | Id, SystemModstamp, UserType, Name, Username, Email, Title, Department |