Permissions Requirements for Salesforce

The admin account that we are integrating through must have View All Data permissions.

To set read and edit visibility you would navigate to Setup > Manage Users > Select the relevant profile > Scroll down to Field-Level Security and click View next to the Task object. This will bring you to the Task Level Field Security page. Please ensure that Type is enabled for both read and write access.

These are the fields Tenfold relies on when integrating with Salesforce.

Modules

read: [‘Leads’, ‘Accounts’],
write: [‘Leads’, ‘Accounts’],
all: [‘Account’, ‘Contact’, ‘Lead’, ‘Organization’, ‘User’, ‘Task’, ‘Case’]

Methods

getActivities

read: {
Task: [‘CreatedDate’, ‘Id’, ‘Description’, ‘IsClosed’, ‘ActivityDate’,
‘OwnerId’, ‘Subject’, ‘Status’, ‘Owner.Name’],
Case: [‘Id’, ‘CreatedDate’, ‘Status’, ‘CaseNumber’, ‘ContactId’,
‘Description’, ‘Priority’, ‘Type’, ‘OwnerId’,
‘Subject’, ‘AccountId’, ‘IsClosed’, ‘Owner.Name’],
Opportunity: [‘CreatedDate’, ‘Id’, ‘Name’, ‘AccountId’, ‘Description’, ‘IsClosed’,
‘LastActivityDate’, ‘LastViewedDate’, ‘OwnerId’, ‘Type’, ‘StageName’,
‘Amount’, ‘CampaignId’, ‘Owner.Name’]
}

login

read: {
User: [‘Id’, ‘Name’, ‘Email’, ‘MobilePhone’, ‘Phone’]
}

getUsers

read: {
User: [‘Id’, ‘Name’, ‘Email’, ‘IsActive’, ‘UserType’, ‘MobilePhone’, ‘Phone’]
}

getRecord

read: {
Account: [‘Id’, ‘Name’, ‘Phone’],
Contact: [‘Id’, ‘Name’, ‘AccountId’, ‘AssistantPhone’, ‘HomePhone’, ‘MobilePhone’,
‘OtherPhone’, ‘Phone’],
Lead: [‘Id’, ‘Name’, ‘ConvertedAccountId’, ‘ConvertedContactId’, ‘Email’,
‘Phone’, ‘Company’],
Task: [‘CreatedDate’, ‘Id’, ‘Description’, ‘IsClosed’, ‘ActivityDate’, ‘OwnerId’,
‘Subject’, ‘Status’]
}

getMatchingRecords

read: {
Contact: [‘Id’, ‘Name’, ‘AccountId’, ‘AssistantPhone’, ‘HomePhone’, ‘MobilePhone’,
‘OtherPhone’, ‘Phone’],
Lead: [‘Id’, ‘Name’, ‘ConvertedAccountId’, ‘ConvertedContactId’, ‘Email’,
‘Phone’, ‘Company’],
Account: [‘Id’, ‘Name’, ‘Phone’]
}

getMatchingRecordsByEmail

read: {
Contact: [‘Id’, ‘Name’, ‘AccountId’, ‘AssistantPhone’, ‘HomePhone’, ‘MobilePhone’,
‘OtherPhone’, ‘Phone’],
Lead: [‘Id’, ‘Name’, ‘ConvertedAccountId’, ‘ConvertedContactId’, ‘Email’,
‘Phone’, ‘Company’],
Account: [‘Id’, ‘Name’, ‘Phone’]
}

searchForRecordsByEmail

read: {
Contact: [‘Id’, ‘Name’, ‘AccountId’],
Lead: [‘Id’, ‘Name’, ‘ConvertedAccountId’, ‘ConvertedContactId’, ‘Email’, ‘Company’],
Account: [‘Id’, ‘Name’]
}

getPermissions

read: {
Organization: [‘OrganizationType’, ‘DefaultContactAccess’, ‘DefaultLeadAccess’,
‘DefaultAccountAccess’, ‘DefaultOpportunityAccess’,
‘DefaultCaseAccess’]
}

createRecord

write: {
Account: [‘Name’, ‘OwnerId’, ‘FirstName’, ‘LastName’, ‘Phone’, ‘Email’],
Contact: [‘OwnerId’, ‘FirstName’, ‘LastName’, ‘Phone’, ‘Email’],
Lead: [‘Company’, ‘OwnerId’, ‘FirstName’, ‘LastName’, ‘Phone’, ‘Email’],
User: [‘FirstName’, ‘LastName’, ‘Phone’, ‘Email’]
}

createCall

write: {
Task: [‘Subject’, ‘Description’, ‘ActivityDate’, ‘CallDurationInSeconds’, ‘Status’,
‘Priority’, ‘CallType’, ‘OwnerId’, ‘Type’, ‘WhoId’, ‘WhatId’]
}

editCall

write: {
Task: [‘Subject’, ‘Description’, ‘CallDurationInSeconds’, ‘WhoId’, ‘WhatId’]
}

createTask

write: {
Task: [‘Subject’, ‘Description’, ‘ActivityDate’, ‘Status’, ‘Priority’, ‘OwnerId’,
‘WhoId’, ‘WhatId’]
}

setRelationshipsForCall

write: {
Task: [‘WhoId’, ‘WhatId’]
}

removeRelationshipsForCall

write: {
Task: [‘WhoId’, ‘WhatId’]
}

addNewNumberToExistingRecord

write: {
Account: [‘Phone’, ‘HomePhone’, ‘MobilePhone’, ‘OtherPhone’, ‘AssistantPhone’,
‘Description’],
Contact: [‘Phone’, ‘HomePhone’, ‘MobilePhone’, ‘OtherPhone’, ‘AssistantPhone’,
‘Description’],
Lead: [‘Phone’, ‘HomePhone’, ‘MobilePhone’, ‘OtherPhone’, ‘AssistantPhone’,
‘Description’]
}

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