Salesforce Object Permissions for UserGems Integration User
While the permissions outlined below are the minimum required permissions for your UserGems <> Salesforce Integration User, we encourage you to also give UserGems Read All access to fields on your Contact, Lead, Account, and Opportunity objects so that your team can leverage your data within UserGems segmentation reporting, workflow building, notifications, and attribution reporting with ease.
Note: If you are using a "Salesforce Integration" User License type, please pay special attention to the image at the bottom of the article.
Read/Create/Edit access
- Contact: OwnerId, Name, Email, Phone, Title, LeadSource, All UserGems fields (with the UG Label Prefix or API name prefix UserGems__) [from the UserGems Managed package]
- Lead: OwnerId, Company, Name, Email, Phone, Title, LeadSource, All UserGems fields (with the UG Label Prefix or API name prefix UserGems__) [from the UserGems Managed package]
- Account: OwnerId, ParentId, Account Name, Website, Employees, Account Source, Type, Billing Address, All UserGems fields (with the UG Label Prefix or API name prefix UserGems__) [from the UserGems Managed package]
- Opportunity Contact Role: ContactId, OpportunityId, Role
- ^ Edit access only required if you utilize Meeting Assistant (otherwise, Read access is ok)
- Campaign: Object access -> Read, Edit, View All
- CampaignMember: Status, LeadId, ContactId, CampaignId (if you’d like UserGems to create Campaign Member records)
- ^ Please note that the UserGems Integration User would also need to have the “Marketing User” box checked on the user detail page.
- ^ Please note that the UserGems Integration User would also need to have the “Marketing User” box checked on the user detail page.
- UserGems Object: Modify All, including Read/Edit/Create/Delete at the object-level and access to edit all fields on the object (note that your Salesforce end users need write access, not only the UserGems/SFDC integration user).
- Task AND Event Objects [aka Activities]:
- Read, Create, Edit, View All (+ access to any Record Types)
Read access
- Opportunity: Account Name (AccountId), Amount, Close Date (CloseDate), Lead Source (LeadSource), Opportunity Name (Name), Opportunity Owner (OwnerId), Stage (StageName),Type
- Note: It's encouraged to include access to any custom Opportunity currency fields that you use to determine the USD value and/or ARR of an Opportunity for ROI reporting
- Note: It's encouraged to include access to any custom Opportunity currency fields that you use to determine the USD value and/or ARR of an Opportunity for ROI reporting
System Permissions
- API Enabled
- Run Reports
- Access Activities
- View Setup & Configuration
- View Roles and Role Hierarchy (required for View Setup & Configuration)
We also suggest ensuring that your Salesforce integration user has a Role that is higher in the role hierarchy than your reps (so that we can update the Past Lead/Contact who is no longer at company even if there are sharing rules in place).
Lastly, the integration user should have access to any relevant record types on your lead, contact, and account objects.
Report Sharing & Permissions
- Please ensure that the integration user has access to the "UserGems" report folder as well as any folder containing reports that UserGems should be tracking.
- The integration user must also have access to all objects/fields referenced within any reports we are tracking (as columns or filters).
- This includes any references to other objects/fields via Lookup or Formula fields being utilized in the report.
Making Permissions Changes & License Types
Also See: