Permissions for Integration User
Object Permissions:
Full Read/Create/Edit access
- Contact
- Lead
- Account
Full Read access
- Opportunity
- Opportunity Contact Role
- Task
- Event
System Permissions
- API Enabled
- Run Reports
- Export Reports
- Access Activities
- Customize Application
- View All Data
- Modify Metadata Through Metadata API Functions
- View All Users
Making Permissions Changes
- For “Salesforce” User License type
- Head over to Setup --> Users --> Profiles --> [Select the Profile for your Integration User] --> Object Settings --> [then apply the necessary changes as specified above]
- For "Salesforce Integration" User License type
- Firstly, create a permission set that grants Read/Write/Modify All/Delete rights for the Boomerang Object, along with the supplementary permissions mentioned in the referenced article above. This new permission set should then be assigned to your integration user.
- Next, navigate to the Integration User record. There, update the "Permission Set License Assignments" by including the standard permission for "Salesforce API Integration."
You could alternatively create a Permission Set with the permissions above and apply it to the integration user you created for Boomerang