FAQ: Salesforce Access Required for Profile Management

Salesforce permissions can be a bit confusing to set up correctly. If you are having any issues configuring these permissions, please reach out directly to help@infer.com.

At a minimum, Infer needs to be able to read all the fields under the following objects:

  • Account
  • Contact
  • Lead
  • Opportunity

 

Once the Infer Profile Management package is installed, however, the Salesforce user profile in use by Infer will also require "Visible" access to the "Infer: Profiles" and "Infer: Profiles (Short)" field on the Lead, Contact, Account and Opportunity objects.

 

For Admins: Adding Permissions In Salesforce

Object-Level Permissions

  • To add these permissions go to the Setup > Manage Users > Profiles tab

  • Press the Edit button next to the Profile which you are using for this integration
  • Press "Edit" at the top of this Profile Edit page

  • Scroll down to the "Standard Object Permissions" section and select at least the "View All" checkbox. The Recommend settings are show below:

After saving these changes to the Object level permissions, we still need to add Field-level permissions.

 

Field-Level Permissions

To edit the field-level permissions, click on the Profile Name you wish to edit on the Setup > Manage Users > Profiles page and scroll down to the "Field-Level Security" section.

There are four objects for which field-level security settings must be set to at least the "Read-Only" state.

To edit these permissions, select the "View" link next to the object:

 
Then press Edit once the page opens:
 
 
For the each object, make sure that the fields listed below under those objects have at least "Read-Only" permissions. (NOTE: The "Read-Only" checkbox in Salesforce automatically checks the "Visible" box. This is expected behavior).
 
 
 
The list detailing the fewest required fields requested by Infer to set up Profile Management is shown below broken out by Salesforce object type. However, we strongly recommend that all fields are granted Read-Only rights. This setup will allow you to use all of your Salesforce fields to build Profiles within Infer Profile Management.
 
Lead
  • Id
  • ConvertedOpportunityId
  • Company
  • Email
  • Name
  • Website
  • State
  • Country
  • Title
  • Phone
  • IsConverted
  • OwnerId
Account
  • Id
  • Website
  • BillingState
  • BillingCountry
  • Phone
  • Name
  • OwnerId
Contact
  • Id
  • AccountId
  • Email
  • Name
  • MailingState
  • MailingCountry
  • Title
  • Phone
  • OwnerId
Opportunity
  • Id
  • AccountId
  • Amount
  • IsWon
  • IsClosed
  • OwnerId
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