Determine the Salesforce integration user
This section describes the access permissions required for the Salesforce user that you will use to authenticate to Salesforce.
Authentication Type
The integration uses OAuth 2.0 Authentication.
How the Connection to Salesforce is Established
In SlapFive Settings, you click Integrations > Salesforce Connection, then click the Connect button.
The Integration Server redirects you to the Salesforce login page, where you log in as your Integration User, typing the username and password.
Salesforce authenticates you and asks for consent.
Salesforce issues two tokens:
Access Token - short-lived, used to make API calls.
Refresh Token - long-lived, used to get new access tokens when the old one expires.
The Integration Server stores the Access Token and Refresh Token encrypted in its vault.
Integration User Permissions
The Embedded Integration with Salesforce requires you to establish a Salesforce Connection using a Salesforce Integration User with these permissions:
Opportunity
Object-level
Read
Field-level
Read access to any Opportunity fields we need to retrieve and pass to SlapFive, such as Stage or Amount. Remove any field validation rules defined for the Salesforce Opportunity object for this user. Example: "You cannot move this Opportunity to Stage 2 without selecting a Meeting Outcome".
Record-level
Access to any Opportunity records that may have influence events associated with it.
Account
Object-level
Read
Field-level
Read access to any Account fields we need to monitor for changes, retrieve and pass to SlapFive, such as Industry or Size.
Record-level
Access to any Account records that may be synced with SlapFive.
Contact
Object-level
Read
Field-level
Read access to any Contact fields we need to monitor for changes, retrieve and pass to SlapFive, such as Title or LinkedIn Profile.
Record-level
Read access to any Contact records that may be synced with SlapFive.
SlapFive Custom Objects
Object-level
Read, Create, Edit, Delete
Field-level
Read and Edit access to all fields
Record-level
Access to all records.
In addition, the Integration User needs access to the setup objects used by the SlapFive Salesforce App:
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