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Salesforce Integration - Object Settings

To create a custom profile to integrate with Salesforce, you must set the following minimum required object settings:

Important

Every object in the following tables must be set to No Access for the profile to use the least privilege.

A

Account Brands Accounts Action Plans
Action Plan Templates Addresses AI Insight Reasons
AI Record Insights Alternative Payment Methods API Anomaly Event Stores
App Analytics Query Requests Application Usage Assignments Assessment Indicator Definitions
Assessment Task Content Documents Assessment Task Definitions Assessment Task Indicator Definition
Assessment Task Orders Assessment Tasks Asset Actions
Asset Action Sources Assets Asset State Periods
Async Operation Logs Authorization Form Consents Authorization Form Data Uses
Authorization Forms Authorization Forms Texts

B

Background Operations
Business Brands

C

Campaigns Card Payment Methods Cases
Chat Sessions Chat Transcripts Chat Visitors
Communication Subscription Channel Types Communication Subscription Consents Communication Subscriptions
Communication Subscription Timings Consumption Schedules Contact Point Addresses
Contact Point Consents Contact Point Emails Contact Point Phones
Contact Point Type Consents Contact Requests Contacts
Contracts Credential Stuffing Event Stores Credit Memo Invoice Applications
Credit Memos Customers Custom Object 01

D

D&B Companies
Data Use Legal Bases
Data Use Purposes
Delivery Tasks
Digital Wallets
Documents
Duplicate Record Sets

E

Employees
Engagement Channel Types

F

Finance Balance Snapshots
Finance Transactions

G

Gateway Provider Payment Method Types

I

ICA Recommendations
Ideas
Images
Individuals
Internal Organizational Units
Invoices

L

Leads
Legal Entities
Location Group Assignments
Location Groups
Locations

M

Macros

N

Nomalys layouts
Nomalys validation

O

Opportunities
Orders
Other Component Tasks

P

Party Consents Payment Authorization Adjustments Payment Authorizations
Payment Gateway Logs Payment Gateways Payment Groups
Payment Line Invoices Payments Price Books
Privacy Consents Product Availability Projections Product Fulfillment Locations
Product Items Products Product Transfers
Push Topics

Q

Quick Text

R

Refund Line Payments
Refunds
Report Anomaly Event Stores
Responses

S

Scorecard Associations Scorecard Metrics Scorecards
Sellers Service Catalog Request Related Items Service Catalog Requests
Session Hijacking Event Stores Shipments Signature Task Line Items
Signature Tasks SMP sessions Solutions
SOS Sessions Streaming Channels

T

TestObjs

V

Vehicle User Assignments
Visited Parties
Visitors
Visits

W

Workflow Categories
Workflow Executions
Workflows

You'll now continue setting the permissions for the custom profile by setting the app permissions in Salesforce.

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