To run a Salesforce-integrated data test, the connected user just needs the following permissions in order for UserGems to ingest your lists of contacts & accounts. Rest assured we do not modify anything in your Salesforce.

Read Access (Field & Object access)

• Contact: Id, CreatedDate, AccountId, OwnerId, FirstName, LastName, Email, Title, LeadSource, LastActivityDate
• Lead: Id, CreatedDate, OwnerId, Company, FirstName, LastName, Email, Title, LeadSource, LastActivityDate
• Account: Id, CreatedDate, ParentId, Name, Website, OwnerId, Type, BillingCountry
• Opportunity: Id, AccountId, LeadSource, Type, StageName, Name, CreatedDate, CloseDate, OwnerId, Is Closed, Amount
• Opportunity Contact Role: Id, ContactId, OpportunityId, CreatedDate

System Permissions (Required via Profile or Permission Set)

• API Enabled
• Run Reports

Report Access

• UserGems will need access to the FOLDER where any tracked reports are contained
• UserGems will need object/field access for anything utilized in the report (columns, filters, lookups)