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Required Permissions

By default, FunnelCake is a read-only integration with Salesforce. You can authorize with any user account that has read access, and some organizations prefer to build a dedicated integration user.

If you're using a dedicated integration user, the Salesforce user connecting to the FunnelCake package will need Read access to the following objects in Salesforce:

  • Account

  • AccountContactRole

  • AccountHistory

  • BusinessProcess

  • Campaign

  • CampaignMember

  • Contact

  • ContactHistory

  • Event

  • Lead

  • LeadHistory

  • LeadStatus

  • Opportunity

  • OpportunityContactRole

  • OpportunityFieldHistory

  • OpportunityHistory

  • OpportunityLineItem

  • OpportunityStage

  • Organization

  • Profile

  • RecordType

  • Task

  • TaskRelation

  • EventRelation

  • User

  • UserLicense

  • UserRole