Required Permissions and Settings

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Explanation

If you’re using a dedicated Salesforce user to connect your Salesforce instance to Unify, it needs the correct permissions enabled to work properly. Follow these steps to ensure your integration user is ready to use.

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Permissions

This section covers the permissions Unify requires to be enabled for the integration user. Permissions are enabled for the profile assigned to the user.

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Administrative Permissions

Under the Administrative Permissions section, make sure all of the following options are selected:

1. API Enabled
2. View All Users
3. View and Edit Converted Leads
4. View Setup and Configuration

Here’s what it should look like:

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General Permissions

Under the General User Permissions section, ensure that Access Activities is enabled:

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Object Permissions

Under the Standard Object Permissions section, ensure that Read, Create, Edit, and Delete are enabled for each of the following objects:

1. Account
2. Contact
3. Lead
4. Opportunity
5. Email Message

Here’s what it should look like for accounts:

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Settings

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Enhanced Emails

If you send emails using Unify, Unify can record those sent emails in Salesforce. Unify writes emails to Salesforce using the Email Message object type, which requires the Enhanced Email feature to be enabled in Salesforce. This is typically enabled by default.

If you don’t see the Email Message object in your Salesforce instance, follow this guide to enable it:

For more information on Enhanced Email, see these articles from Salesforce:

• Use Enhanced Email for More Email Functionality
• Considerations for Using Enhanced Email