Salesforce Integration Guide

Salesforce Integration Guide

Updated: 12/26/2019

Overview: This article provides a quick walkthrough for connecting your Salesforce instance to your Tenfold Dashboard.

Salesforce Integration Video

 

Please follow these steps to connect to Salesforce:
1. Navigate to the CRM Dashboard page
2. Select Salesforce from the dropdown menu
3. Click on ‘Connect With Production’ button
4. A Floating UI window will open. Enter your Salesforce login credentials in Floating UI window and allow access to Tenfold. If you are already logged into Salesforce with the desired user account, connection will be established via oAuth.

Required Permissions

If you would like to leverage a user account with customized permissions and settings, a comprehensive list of the fields and objects that Tenfold will require access to can be found below.

Profile Requirements

The Salesforce User Profile used to connect Tenfold and Salesforce must have “View All Data” permissions.

Standard Object Permissions

The below are the field level permissions required (and optional) for each standard Salesforce Object Tenfold interfaces with.

Organization

Required Fields

  • OrganizationType (read)
  • DefaultContactAccess (read)
  • DefaultLeadAccess (read)
  • DefaultAccountAccess (read)
  • DefaultOpportunityAccess (read)
  • DefaultCaseAccess (read)

 

User

Required Fields:

  • Id (read)
  • Name (read)
  • Email (read)
  • Username (read)
  • IsActive (read)

 

Optional Fields

  • UserType  (read)
  • MobilePhone  (read)
  • Phone  (read)
  • SmallPhotoUrl  (read)

 

Account

Required Fields

  • Id (read)
  • Name (read / write)   OR   FirstName  (read / write) and LastName  (read / write)
  • Phone (read / write)
  • OwnerId (read / write)
  • Description (read / write)
  • CreatedDate (read)
  • ParentId (read)

 

Optional Fields

  • HomePhone (read / write)
  • MobilePhone (read / write)
  • OtherPhone (read / write)
  • AssistantPhone (read / write)

 

Contact

Required Fields

  • Id (read)
  • Name (read / write)
  • AccountId (read / write)
  • Phone (read / write)
  • OwnerId (read / write)
  • Email (read / write)
  • Description (read / write)
  • LeadSource (read)
  • CreatedDate (read)

 

Optional Fields

  • AssistantPhone (read / write)
  • HomePhone (read / write)
  • MobilePhone (read / write)
  • OtherPhone (read / write)

 

Lead

Required Fields

  • Id (read)
  • Name  (read / write)
  • ConvertedAccountId (read)
  • ConvertedContactId (read)
  • ConvertedOpportunityId (read)
  • Email (read / write)
  • Phone (read / write)
  • Company (read / write)
  • OwnerId (read / write)
  • Description (read / write)
  • CreatedDate (read)

 

Optional Fields

  • Status (read / write)
  • LeadSource (read / write)
  • Industry (read / write)
  • MobilePhone (read)

 

Task

Required Fields

  • Id (read)
  • Description (read / write)
  • IsClosed (read / write)
  • ActivityDate (read / write)
  • OwnerId (read / write)
  • Subject (read / write)
  • Status (read / write)
  • WhatId (read / write)
  • WhoId (read / write)
  • Type (read / write)
  • CreatedDate (read)

 

Opportunity

Required Fields

  • Id (read)
  • Name (read / write)
  • AccountId (read)
  • Description (read / write)
  • IsClosed (read / write)
  • LastActivityDate (read)
  • LastViewedDate (read)
  • OwnerId (read / write)
  • Type (read / write)
  • StageName (read / write)
  • Amount (read / write)
  • Owner (read / write)
  • NextStep (read)
  • CloseDate (read)
  • Probability (read)
  • CreatedDate (read)

 

Case

Required Fields

  • Id (read)
  • CreatedDate (read)
  • Status (read / write)
  • CaseNumber (read)
  • ContactId (read / write)
  • Priority (read / write)
  • Type (read / write)
  • OwnerId (read / write)
  • Subject (read / write)
  • AccountId (read / write)
  • IsClosed (read / write)
  • Owner (read / write)

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