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[en] Required Permissions

[en] 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.

[en] 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:

  • [en] Account

  • [en] AccountContactRole

  • [en] AccountHistory

  • [en] BusinessProcess

  • [en] Campaign

  • [en] CampaignMember

  • [en] Contact

  • [en] ContactHistory

  • [en] Event

  • [en] Lead

  • [en] LeadHistory

  • [en] LeadStatus

  • [en] Opportunity

  • [en] OpportunityContactRole

  • [en] OpportunityFieldHistory

  • [en] OpportunityHistory

  • [en] OpportunityLineItem

  • [en] OpportunityStage

  • [en] Organization

  • [en] Profile

  • [en] RecordType

  • [en] Task

  • [en] TaskRelation

  • [en] EventRelation

  • [en] User

  • [en] UserLicense

  • [en] UserRole