The Salesforce user you designate as your Conversica API User serves as the main integration point where Conversica sends and receives data. Conversica requires the object, field, and system permissions outlined in this article to be able to successfully message leads and contacts, and send insights back to Salesforce.
Important note as you review the required permissions below: The API User does need a Salesforce user license that has UI access to complete the authorization step while onboarding with Conversica. This license can be changed back to API only after successful authorization.
In addition to the specified field permissions per object outlined in the table below, please ensure the Conversica API User has access to Read/Edit/Create/Modify All for the Lead and Contact objects, in addition to all fields on the Task object.
To ensure Conversica is able to successfully create tasks when a lead responds to the assistant, please ensure the system permissions Access Activities and Edit Tasks are granted in addition to the requested object permissions below.
| Object | Field Name | API Name(s) | Read Access | Edit Access | Create Access |
| CampaignMember | Campaign | campaignId | ✓ | ||
| CampaignMember | Lead | leadId | ✓ | ||
| CampaignMember | Contact | contactId | ✓ | ||
| CampaignMember | Last Modified Date | SystemModStamp | ✓ | ||
| CampaignMember | Conversation Stage | ✓ | ✓ | ||
| CampaignMember | Conversation Stage Date | ✓ | ✓ | ||
| CampaignMember | Conversation Status | ✓ | ✓ | ||
| CampaignMember | Conversation Status Date | ✓ | ✓ | ||
| CampaignMember | Conversica Action Required | ✓ | ✓ | ||
| CampaignMember | Conversica Action Required Date | ✓ | ✓ | ||
| CampaignMember | Conversica Assistant | ✓ | ✓ | ||
| CampaignMember | Conversica Confirmed Phone 1 | ✓ | ✓ | ||
| CampaignMember | Conversica Confirmed Phone 2 | ✓ | ✓ | ||
| CampaignMember | Conversica Contact List | ✓ | ✓ | ||
| CampaignMember | Conversica Conversation | ✓ | ✓ | ||
| CampaignMember | Conversica Date Added | ✓ | ✓ | ||
| CampaignMember | Conversica Discovered Email 1 | ✓ | ✓ | ||
| CampaignMember | Conversica Discovered Email 2 | ✓ | ✓ | ||
| CampaignMember | Conversica Discovered Name | ✓ | ✓ | ||
| CampaignMember | Conversica First Message Date | ✓ | ✓ | ||
| CampaignMember | Conversica Further Action | ✓ | ✓ | ||
| CampaignMember | Conversica Further Action Date | ✓ | ✓ | ||
| CampaignMember | Conversica Hot Lead | ✓ | ✓ | ||
| CampaignMember | Conversica Hot Lead Date | ✓ | ✓ | ||
| CampaignMember | Conversica Last Message Date | ✓ | ✓ | ||
| CampaignMember | Conversica Last Response Date | ✓ | ✓ | ||
| CampaignMember | Conversica Lead At Risk | ✓ | ✓ | ||
| CampaignMember | Conversica Lead At Risk Date | ✓ | ✓ | ||
| CampaignMember | Conversica Lead Profile | ✓ | ✓ | ||
| CampaignMember | Conversica Lead Status | ✓ | ✓ | ||
| CampaignMember | Conversica Lead Status Date | ✓ | ✓ | ||
| CampaignMember | Conversica Options | ✓ | ✓ | ||
| CampaignMember | Conversica SMS Opt Out | ✓ | ✓ | ||
| Lead | ✓ | ✓ | ✓ | ||
| Lead | Name | name, firstname, lastname | ✓ | ||
| Lead | ✓ | ||||
| Lead | Phone | phone | ✓ | ||
| Lead | Lead Owner | ownerid | ✓ | ||
| Lead | Lead Source | leadsource | ✓ | ||
| Lead | Address | street, city, state, postalcode | ✓ | ||
| Lead | Lead Status | status | ✓ | ||
| Lead | Campaign | campaignId | ✓ | ||
| Lead | Email Opt Out | hasOptedOutOfEmail | ✓ | ✓ | |
| Lead | Conversation Stage | ✓ | ✓ | ||
| Lead | Conversation Stage Date | ✓ | ✓ | ||
| Lead | Conversation Status | ✓ | ✓ | ||
| Lead | Conversation Status Date | ✓ | ✓ | ||
| Lead | Conversica Action Required | ✓ | ✓ | ||
| Lead | Conversica Action Required Date | ✓ | ✓ | ||
| Lead | Conversica Assistant | ✓ | ✓ | ||
| Lead | Conversica Confirmed Phone 1 | ✓ | ✓ | ||
| Lead | Conversica Confirmed Phone 2 | ✓ | ✓ | ||
| Lead | Conversica Contact List | ✓ | ✓ | ||
| Lead | Conversica Conversation | ✓ | ✓ | ||
| Lead | Conversica Date Added | ✓ | ✓ | ||
| Lead | Conversica Discovered Email 1 | ✓ | ✓ | ||
| Lead | Conversica Discovered Email 2 | ✓ | ✓ | ||
| Lead | Conversica Discovered Name | ✓ | ✓ | ||
| Lead | Conversica First Message Date | ✓ | ✓ | ||
| Lead | Conversica Further Action | ✓ | ✓ | ||
| Lead | Conversica Further Action Date | ✓ | ✓ | ||
| Lead | Conversica Hot Lead | ✓ | ✓ | ||
| Lead | Conversica Hot Lead Date | ✓ | ✓ | ||
| Lead | Conversica Last Message Date | ✓ | ✓ | ||
| Lead | Conversica Last Response Date | ✓ | ✓ | ||
| Lead | Conversica Lead At Risk | ✓ | ✓ | ||
| Lead | Conversica Lead At Risk Date | ✓ | ✓ | ||
| Lead | Conversica Lead Profile | ✓ | ✓ | ||
| Lead | Conversica Lead Status | ✓ | ✓ | ||
| Lead | Conversica Lead Status Date | ✓ | ✓ | ||
| Lead | Conversica Options | ✓ | ✓ | ||
| Lead | Conversica SMS Opt Out | ✓ | ✓ | ||
| Contact | ✓ | ✓ | ✓ | ||
| Contact | Name | name, firstname, lastname | ✓ | ||
| Contact | ✓ | ||||
| Contact | Phone | phone | ✓ | ||
| Contact | Contact Owner | ownerid | ✓ | ||
| Contact | Lead Source | leadsource | ✓ | ||
| Contact | Mobile | mobilephone | ✓ | ||
| Contact | Mailing Address | mailingstreet, mailingcity, mailingstate, mailingpostalcode | ✓ | ||
| Contact | Account Name | accountid | ✓ | ||
| Contact | Email Opt Out | hasoptedoutofemail | ✓ | ✓ | |
| Contact | Conversation Stage | ✓ | ✓ | ||
| Contact | Conversation Stage Date | ✓ | ✓ | ||
| Contact | Conversation Status | ✓ | ✓ | ||
| Contact | Conversation Status Date | ✓ | ✓ | ||
| Contact | Conversica Action Required | ✓ | ✓ | ||
| Contact | Conversica Action Required Date | ✓ | ✓ | ||
| Contact | Conversica Assistant | ✓ | ✓ | ||
| Contact | Conversica Confirmed Phone 1 | ✓ | ✓ | ||
| Contact | Conversica Confirmed Phone 2 | ✓ | ✓ | ||
| Contact | Conversica Contact List | ✓ | ✓ | ||
| Contact | Conversica Conversation | ✓ | ✓ | ||
| Contact | Conversica Date Added | ✓ | ✓ | ||
| Contact | Conversica Discovered Email 1 | ✓ | ✓ | ||
| Contact | Conversica Discovered Email 2 | ✓ | ✓ | ||
| Contact | Conversica Discovered Name | ✓ | ✓ | ||
| Contact | Conversica First Message Date | ✓ | ✓ | ||
| Contact | Conversica Further Action | ✓ | ✓ | ||
| Contact | Conversica Further Action Date | ✓ | ✓ | ||
| Contact | Conversica Hot Lead | ✓ | ✓ | ||
| Contact | Conversica Hot Lead Date | ✓ | ✓ | ||
| Contact | Conversica Last Message Date | ✓ | ✓ | ||
| Contact | Conversica Last Response Date | ✓ | ✓ | ||
| Contact | Conversica Lead At Risk | ✓ | ✓ | ||
| Contact | Conversica Lead At Risk Date | ✓ | ✓ | ||
| Contact | Conversica Lead Profile | ✓ | ✓ | ||
| Contact | Conversica Lead Status | ✓ | ✓ | ||
| Contact | Conversica Lead Status Date | ✓ | ✓ | ||
| Contact | Conversica Options | ✓ | ✓ | ||
| Contact | Conversica SMS Opt Out | ✓ | ✓ | ||
| Account | ✓ | ||||
| Account | Account Name | name | ✓ | ||
| Campaign | ✓ | ||||
| Campaign | Campaign Name | Name | ✓ | ||
| Campaign | Active | active | ✓ | ||
| Opportunity | ✓ | ||||
| Opportunity | Opportunity Name | name | ✓ | ||
| Opportunity | Account Name | accountId | ✓ | ||
| Opportunity | Amount | amount | ✓ | ||
| Opportunity | Stage | stage | ✓ | ||
| Opportunity | Close Date | closeDate | ✓ | ||
| Opportunity | Forecast Category | forecastCategoryName | ✓ | ||
| OpportunityContactRole | Contact | contactId | ✓ | ||
| OpportunityContactRole | Opportunity | oppportunityId | ✓ | ||
| OpportunityContactRole | Role | role | ✓ | ||
| Task | Assigned To | ownerId | ✓ | ✓ | |
| Task | ✓ | ✓ | |||
| Task | Due Date | activityDate | ✓ | ✓ | |
| Task | Name | name | ✓ | ✓ | |
| Task | Phone | phone | ✓ | ✓ | |
| Task | Status | Status, isClosed | ✓ | ✓ | |
| Task | Subject | subject | ✓ | ✓ | |
| Task | Type | type | ✓ | ✓ | |
| Task | Description | description | ✓ | ✓ |
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