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Salesforce Permissions Needed For Integration

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

If you're using a Salesforce Integration user license, we've got you covered! Check out our handy article for instructions on how to use it.

SALESFORCE INTEGRATION ROLE PERMISSIONS:

  1. API Enabled permission to access any Salesforce API
  2. Object permissions for all needed
  3. Page layout assignments for all required by your role
  4. Record type assignments if using record types
  5. Contacts
  6. Leads
  7. Accounts
  8. Campaigns
  9. Campaign Members
  10. Campaign History
  11. Custom Fields
  12. External data source access
  13. The detail and edit pages
  14. Related lists
  15. List views
Note: For integration, make sure that "Modify All Data" is checked on the user's profile.
Profile > Administrative Permissions > Modify All Data
 
If you are having issues 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, which is 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

Need some help?

Check out the options below on how you can contact our support team and find the answers you need to help you with your SyncApps integrations. 

Help Center & Email is 24/7 to support@cazoomi.com | Live Chat & Phone is scheduled 

FAQs 

Check out these Help Desk articles for answers to frequently asked questions.

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