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.
| 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 Confirmed Phone 1 | ✓ | ✓ | ||
| CampaignMember | Conversica Confirmed Phone 2 | ✓ | ✓ | ||
| 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 | ✓ | ✓ | ||
| CampaignMember | Conversica Assistant | ✓ | ✓ | ||
| CampaignMember | Conversica Conversation | ✓ | ✓ | ||
| CampaignMember | Conversica Contact List | ✓ | ✓ | ||
| 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 | Lead Owner | ownerId | ✓ | ||
| 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 Confirmed Phone 1 | ✓ | ✓ | ||
| Lead | Conversica Confirmed Phone 2 | ✓ | ✓ | ||
| 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 | ✓ | ✓ | ||
| Lead | Conversica Assistant | ✓ | ✓ | ||
| Lead | Conversica Conversation | ✓ | ✓ | ||
| Lead | Conversica Contact List | ✓ | ✓ | ||
| 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 | Contact Owner | ownerId | ✓ | ||
| 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 Confirmed Phone 1 | ✓ | ✓ | ||
| Contact | Conversica Confirmed Phone 2 | ✓ | ✓ | ||
| 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 | ✓ | ✓ | ||
| Contact | Conversica Assistant | ✓ | ✓ | ||
| Contact | Conversica Conversation | ✓ | ✓ | ||
| Contact | Conversica Contact List | ✓ | ✓ | ||
| Account | ✓ | ||||
| Account | Account Name | name | ✓ | ||
| Campaign | ✓ | ||||
| Campaign | Campaign Name | Name | ✓ | ||
| Campaign | Active | active | ✓ | ||
| Opportunity | ✓ | ||||
| Opportunity | Opportunity Name | name | ✓ | ||
| Opportunity | Amount | amount | ✓ | ||
| Opportunity | Account Name | accountId | ✓ | ||
| Opportunity | Stage | stage | ✓ | ||
| Opportunity | Close Date | closedDate | ✓ | ||
| Opportunity | Forecast Category | forcastCategory | ✓ | ||
| 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 | Name | name | ✓ | ✓ | |
| Task | Subject | subject | ✓ | ✓ |
Comments
0 comments
Article is closed for comments.