Conversica Salesforce API User Required Permissions

The Conversica API User is the Salesforce user that Conversica makes API calls through. You may use an already existing user or you may create a user that is specific to Conversica. 

General Permissions

Make sure that your API user has all permissions outlined in Configuring User Permissions Through Profiles or Permission Sets.

Spreadsheet Permissions: If it would be easier to see the full permissions required for the API User in a Google Sheet, you can reference that here.

Field Permissions

Read/Edit/Create/Modify All

• Lead and Contact objects
• All fields on Task object

Read/Edit

• All Conversica packaged fields on Lead, Contact, and CampaignMember objects
• Lead.hasoptedoutofemail
• Contact.hasoptedoutofemail

Read Only

Campaign Member:

• CampaignMember.Id
• CampaignMember.campaignId
• CampaignMember.LeadId
• CampaignMember.ContactId
• CampaignMember.SystemModStamp

Campaign: 

• Campaign.id

Lead:

• ​Lead.Id
• Lead.firstname
• Lead.lastname
• Lead.email
• Lead.phone
• Lead.ownerid
• Lead.leadsource
• Lead.createddate
• Lead.SystemModStamp
• Lead.street
• Lead.city
• Lead.state
• Lead.postalcode
• Lead.status
• Lead.isconverted
• Lead.convertedcontactid
• Lead.ConvertedDate
• Lead.ConvertedOpportunityId

Contact:

• Contact.Id
• Contact.firstname
• Contact.lastname
• Contact.email
• Contact.phone
• Contact.ownerid
• Contact.leadsource
• Contact.createddate
• Contact.SystemModStamp
• Contact.mobilephone
• Contact.mailingstreet
• Contact.mailingcity
• Contact.mailingstate
• Contact.mailingpostalcode
• Contact.accountid
• Lead.Owner.Name
• Contact.Owner.Name

Account:

• Account.Id
• Account.Name
• Account.CreatedDate
• Account.SystemModstamp

Opportunity: 

• Opportunity.Id
• Opportunity.Name
• Opportunity.CreatedDate
• Opportunity.SystemModstamp
• Opportunity.Amount
• Opportunity.IsDeleted
• Opportunity.AccountId

OpportunityStage:

• OpportunityStage.ApiName 
• OpportunityStage.IsClosed 
• OpportunityStage.IsWon 
• OpportunityStage.SystemModstamp

OpportunityHistory:

• OpportunityHistory.Id 
• OpportunityHistory.OpportunityId 
• OpportunityHistory.Amount 
• OpportunityHistory.CreatedDate 
• OpportunityHistory.SystemModstamp 
• OpportunityHistory.StageName 
• OpportunityHistory.ForecastCategory

OpportunityContactRole:

• OpportunityContactRole.Id 
• OpportunityContactRole.ContactId 
• OpportunityContactRole.OpportunityId 
• OpportunityContactRole.Role 
• OpportunityContactRole.CreatedDate
• OpportunityContactRole.SystemModstamp