FAQ: Basic Salesforce Access Required by Infer

In order to use Infer's Predictive Scoring and Profile Management Platform, one may be required to provide Infer with direct access to Salesforce.com data. 

While we recommend providing at least read-only access to all objects and fields in Salesforce, if a customer desires to provide only limited access, the customer should provide access to the following objects and fields at a bare minimum.

Read-Only Permissions Settings

Object-level permissions are inherited by Fields. Therefore, if you set your object-level permissions flag to only have "Read" = true, then you will not need to modify any of the field-level permissions under that object to Read-Only as well, as this these permissions will be redundant. However, presentations of these read-only permission levels are shown below from the Salesforce interface as reference.

Object-Level Permissions Field-Level Permissions
                 

NOTE: The following objects and fields cover only standard Salesforce object types and fields. Any custom objects or fields should also be made available to Infer for use in Predictive Scoring or Profile Management.

 

Objects with Read-Only access to all fields

  • Campaign (Infer Profile Management only)
  • CampaignMember (Infer Profile Management only)
  • CurrencyType
  • DatedConversionRate
  • Group
  • GroupMember
  • UserLicense
  • UserRole
  • Organization

 

Objects with Read-Only access to limited fields

  • Lead 
    • city
    • company
    • convertedaccountid
    • convertedcontactid
    • converteddate
    • convertedopportunityid
    • country
    • createdbyid
    • createddate
    • email
    • id
    • isconverted
    • isdeleted
    • isunreadbyowner
    • lastactivitydate
    • lastmodifiedbyid
    • lastmodifieddate
    • leadsource
    • masterrecordid
    • name
    • ownerid
    • phone
    • postalcode
    • saluation
    • state
    • status
    • systemmodstamp
    • title
    • website
  • Account
    • accountsource
    • annualrevenue
    • billingcity
    • billingcountry
    • billingpostalcode
    • billingstate
    • createdbyid
    • createddate
    • id
    • industry
    • isdeleted
    • lastactivitydate
    • lastmodifiedbyid
    • lastmodifieddate
    • masterrecordid
    • name
    • numberofemployees
    • ownerid
    • parentid
    • phone
    • recordtypeid
    • systemmodstamp
    • type
    • website
  • Contact
    • accountid
    • createdbyid
    • createddate
    • email
    • id
    • isdeleted
    • lastactivitydate
    • lastmodifiedbyid
    • lastmodifieddate
    • leadsource
    • mailingcity
    • mailingcountry
    • mailingcountrycode
    • mailingpostalcode
    • mailingstate
    • mailingstatecode
    • masterrecordid
    • mobilephone
    • name
    • ownerid
    • phone
    • salutation
    • systemmodstamp
    • title
  • Opportunity
    • accountid
    • amount
    • campaignid
    • closedate
    • createdbyid
    • createddate
    • id
    • isclosed
    • isdeleted
    • iswon
    • lastactivitydate
    • lastmodifiedbyid
    • lastmodifieddate
    • leadsource
    • name
    • probability
    • recordtypeid
    • stagename
    • systemmodstamp
    • territoryid
    • type
  • User
    • alias
    • department
    • email
    • id
    • isactive
    • name
    • phone
    • profileid
    • systemmodstamp
    • timezonesidkey
  • Profile
    • id
    • name
    • userlicenseid
    • usertype
  • RecordType
    • id
    • name
    • isactive
  • OpportunityHistory
    • amount
    • closedate
    • createdbyid
    • createddate
    • expectedrevenue
    • forecastcategory
    • id
    • isdeleted
    • opportunityid
    • probability
    • stagename
    • systemmodstamp
  • OpportunityStage
    • defaultprobability
    • description
    • forecastcategory
    • forecastcategoryname
    • id
    • isactive
    • isclosed
    • iswon
    • masterlabel
    • sortorder
    • systemmodstamp
  • OpportunityContactRole
    • contactid
    • createdbyid
    • createddate
    • id
    • isdeleted
    • isprimary
    • lastmodifiedbyid
    • lastmodifieddate
    • opportunityid
    • role
    • systemmodstamp

 

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