When you first connect SyncApps to your Salesforce org, it will ask for a few permissions. Don't worry; it's a routine check to ensure everything runs smoothly.

We've got you covered if you're using a Salesforce Integration User license! Check out our article for instructions on how to use it.

SALESFORCE INTEGRATION ROLE PERMISSIONS:

API Enabled permission to access any Salesforce API
Object permissions for all needed
Page layout assignments for all required by your role
Record type assignments if using record types
Contacts
Leads
Accounts
Campaigns
Campaign Members
Campaign History
Custom Fields
External data source access
The detail and edit pages
Related lists
List views

Note: Ensure "Modify All Data" is checked on the Integration user's profile for integration.
Profile > Administrative Permissions > Modify All Data.

If you do not have a dedicated integration user, use Salesforce Integration User Licenses instead.

If you need help syncing back Campaign Response or Marketing Metrics to Salesforce, these errors are usually based on the role permissions in Salesforce in most cases.

To overcome this error, log in to your Salesforce account and change the permissions for the user in Salesforce using SyncApps by enabling the Salesforce "Marketing User" on the user's record.

Make sure the API user is also a Marketing User:

Typical Errors:

Error creating Notes. Insufficient access rights on cross-reference ID
Error Code: CANNOT_INSERT_UPDATE_ACTIVATE_ENTITY | Entity type cannot be inserted: Campaign (Error code: CANNOT_INSERT_UPDATE_ACTIVATE_ENTITY)
(Error code: CUSTOM_FIELDS_ACCESS)

15 Apr 2025 00:19:51

ERROR

Error on Campaign response sync: Pressing the "Sync Campaign Responses" feature autocreates fields for marketing metrics, yet the automation cannot be saved until you have placed the fields created by SyncApps on the Salesforce Task Page Layout.
We have created these now for you, so please head over to Salesforce to drag the Task CazoomiId and other fields into the Task Page Layout, then return to this Step 1 of Set Up configuration to click next again to continue the setup of your automation. (Error code: CUSTOM_FIELDS_ACCESS)