Who can do this?
Signal: New Hires & Promotions
Signal: Contact Tracking
Notes

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