Salesforce Requirements and Permissions

Overview

This document outlines the core requirements and permissions for Tenfold to connect with Salesforce. Each implementation is unique and requirements may change due to custom workflows, objects, and fields.

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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