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


ReadUsageEditUsageVersion
Account
These are needed to search for existing Accounts
These are needed when the New Person Type is 'Person Accounts' or 'Contacts'
Account NameV
V
2.76
PhoneV
V
2.76
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 NameV
V
2.76
NameV
V
2.76
PhoneV
V
2.76
Social Persona
Will be enabled because of the required edit permissions
This is needed to search and create Social Peronas2.76
Social HandleV
V
2.76
Social Persona Provider External IdV
V
2.76
Social NetworkV
V
2.76
ParentV
V
2.76
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 URLV
V
2.76
External Post IdV
V
2.76
Is OutboundV
V
2.76
MessageV
V
2.76
ParentV
V
2.76
Social PersonaV
V
2.76
WhoV
V
2.76
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 NameV
V
2.76
Case OriginV
V
2.76
Case SourceV
V
2.76
Contact NameV
V
2.76
Date/Time ClosedV


2.76
DescriptionV
V
2.76
SubjectV
V
2.76
Web NameV
V
2.93
Web PhoneV
V
2.93
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 NameV
V
2.76
StageV
V
2.76
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 SourceV
V
2.76
PhoneV
V
2.76

Related articles

On this page