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Overview

The permissions that Unify requires fall into two categories:
  1. System Permissions: These are permissions that apply to the entire Salesforce instance and are required for Unify to function properly.
  2. Object Permissions: These are permissions that apply to specific objects (e.g., Account, Contact, etc.) and are required for Unify to read and write data.
The exact permissions that Unify needs are detailed below along with instructions on assigning these permissions to your integration user.

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Required Permissions

Access can be restricted as desired for sensitive records or fields that you do not want Unify to access. However, Unify needs access to any records or fields that you want to use for exclusions.For example, to prevent Unify from engaging with current customers, Unify will require access to the records that indicate current customers to evaluate the exclusion rule.
PermissionReason
API EnabledAllows Unify to communicate with Salesforce via the API
View All UsersEnables Unify to link Salesforce users to Unify users
View Setup and ConfigurationEnables Unify to provide details about missing permissions
Edit TasksEnables Unify to create and update tasks and email messages

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Setup

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Assign required permissions

Depending on whether you are using profiles or permission sets, the steps to assign the required permissions will differ slightly. Follow the instructions below based on your setup.
If you’re using a Profile to manage permissions, follow these steps:
  1. Navigate to the Setup page in Salesforce by clicking the gear icon in the top-right corner.
  2. Go to Users > Profiles.
  3. Choose the Profile assigned to your integration user.
  4. Click Edit.
  5. In the Administrative Permissions section, enable the following options:
    • API Enabled
    • View All Users
    • View Setup and Configuration
  6. In the General User Permissions section, enable the following options:
    • Access Activities
  7. In the Standard Object Permissions section, enable the following options for each object:
    • Account: Read, Create, Edit
    • Contact: Read, Create, Edit
    • Lead: Read, Create, Edit
    • Opportunity: Read
    • Email Message: Read, Create, Edit
  8. Click Save.
Once you’ve assigned these permissions, you can verify they are correctly set up by checking the Permissions widget in Unify. Navigate to Settings -> Integrations -> Salesforce and look for the Permissions widget.

The permissions widget will indicate if permissions are missing.

The specific missing permissions are displayed in the details view.

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Enable Enhanced Emails

To ensure Unify can write emails to Salesforce, the Enhanced Email feature must be enabled. This allows Unify to write sent emails using the Email Message object. In most orgs, Enhanced Email is enabled by default. If you don’t see the Email Message object, review the following guide to enable it.

Set Up Enhanced Email

Salesforce support article explaining how to enable Enhanced Email.
 For more information: