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Permissions Overview Standard Fields

Permissions Overview Standard Fields

This article elaborates on permissions on Standard Objects & fields that we can not always package, due to various reasons. Please make sure to check them after each upgrade, and assign them to your integration user. Also provide Read, Create and Edit access on each of the mentioned objects.

Overview

 

Read

Usage

Edit

Usage

Account

 

These are needed to search for existing Accounts

 

These are needed when the New Person Type is 'Person Accounts' or 'Contacts'

Account Name

V

 

V

 

Phone

V

 

V

 

Contact

 

These are needed to search for existing Contacts (Also needed when using PersonAccounts)

When phone fields are selected for existing persons search, make sure that Read permissions are set to the selected fields on the Contact object

 

These are needed when the New Person Type is 'Person Accounts' or 'Contacts' (Also needed when using PersonAccounts)

Account Name

V

 

V

 

Name

V

 

V

 

Phone

V

 

V

 

Social Persona

 

Will be enabled because of the required edit permissions

 

This is needed to search and create Social Peronas

Social Handle

V

 

V

 

Social Persona Provider External Id

V

 

V

 

Social Network

V

 

V

 

Parent

V

 

V

 

Social Post

 

Will be enabled because of the required edit permissions

 

These are needed when 'New Person Type' is 'None' or 'Copy Original Messages To Social Post Object' is enabled

Attachment URL

V

 

V

 

External Post Id

V

 

V

 

Is Outbound

V

 

V

 

Message

V

 

V

 

Parent

V

 

V

 

Social Persona

V

 

V

 

Who

V

 

V

 

Case

 

These are needed to search for related cases when one of the link options is 'Cases'

 

These are needed when 'Secondary Link Option' is 'Cases'

Account Name

V

 

V

 

Case Origin

V

 

V

 

Case Source

V

 

V

 

Contact Name

V

 

V

 

Date/Time Closed

V

 

 

 

Description

V

 

V

 

Subject

V

 

V

 

Web Name

V

 

V

 

Web Phone

V

 

V

 

Opportunity

 

These are needed to search for related opportunities when one of the link options is 'Opportunities'

 

These are needed when 'Secondary Link Option' is 'Opportunities'

Account Name

V

 

V

 

Stage

V

 

V

 

Lead

 

These are needed to search for existing Leads when this option is enabled

When phone fields are selected for existing leads search, make sure that Read permissions are set to the selected fields on the Lead object

 

These are needed when 'New Person Type' is 'Leads'

Lead Source

V

 

V

 

Phone

V

 

V