Required permissions

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Overview

Salesforce administrators can use this page to prepare an account for a Unify connection or resolve missing access. The requirements depend on the connection type and the records and fields Unify needs to read or write.

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Connection requirements

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API access

Your Salesforce organization must have API access, and the connected user must have the API Enabled permission. Both personal and workspace connections use the Salesforce API. If API access is unavailable, ask your Salesforce administrator to check the organization’s edition and licensing. See Salesforce editions with API access.

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Workspace connections

Before workspace setup completes, Unify checks the connected Salesforce account for the following permissions: The same checks apply regardless of which workspace sync rules are enabled. They include delete and broad record-access permissions even when your planned syncs use a smaller set of operations. Have your Salesforce administrator review this access before choosing the workspace account. The account also needs access to the fields and records used by your mappings, filters, and exclusions. For example, excluding current customers requires access to the records that identify them. Salesforce checks access to each record and field when Unify reads or writes it.

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User connections

A personal connection uses the permissions of the Salesforce user who connects it. That user needs access to the records and fields involved in their actions, including create or edit permissions for writes. For example, updating an opportunity requires permission to edit that opportunity and the affected fields. See Connection preferences to require personal connections and choose which account Unify uses for writes.

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Email sync

Writing emails to Salesforce as email messages requires Enhanced Email. It is enabled by default in most Salesforce organizations. Your Salesforce administrator can follow Salesforce’s Enhanced Email setup instructions to enable it before you configure email sync.

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Check permissions

You can review the workspace account’s permissions from Unify after connecting it.

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Troubleshooting

Why is setup incomplete when the displayed permissions are enabled?

Workspace setup also requires View All Profiles, which is absent from the permissions dialog. Ask your Salesforce administrator to check this permission on the connected account. The dialog includes Access activities as an additional check.