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

Object Permissions:

Read/Create/Edit access

  • Contact: Id, CreatedDate, AccountId, OwnerId, FirstName, LastName, Email, Phone, Title, LeadSource, LastActivityDate, All UserGems__ fields [from our package]

  • Lead: Id, CreatedDate, OwnerId, Company, FirstName, LastName, Email, Phone, Title, LeadSource, LastActivityDate, All UserGems__ fields [from our package]

  • Account: Id, CreatedDate, ParentId, Name, Website, Employees, Account Source, OwnerId, Type, all Billing Address fields, all UserGems fields [from our package]
  • Opportunity Contact Role: Id, ContactId, OpportunityId, CreatedDate

^ Edit access only required here if you utilize Meeting Assistant (otherwise, Read access is fine)

  • CampaignMember: Id, CreatedDate, Status, LeadId, ContactId, CampaignId (if you’d like UserGems to create Campaign Member records)

^ Please note that the 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 SFDC users need write access, not only the UserGems/SFDC integration user).

Read access

  • Opportunity: Id, AccountId, LeadSource, Type, StageName, Name, CreatedDate, CloseDate, OwnerId, Is Closed, Amount
  • Task: Id, WhoId, ActivityDate
  • Event: Id, WhoId, ActivityDate

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).

Making Permissions Changes