We would like to create a new Salesforce user for C&P integration (Legacy Donor Mgmt and Event Mgmt), and would like to use the new Salesforce Integration user license in order to free up one of our limited number of Salesforce user licenses.
Can you provide guidance on this transition? I know that the user with this license and the 'Minimum Access - API Only Integrations' profile has restricted object access by default, so would like to know exactly what profile permissions to add to this integration user in order for the C&P integration to function properly. Do you have a document describing the required permissions? Thanks
@Jon McDermott I have asked the team to send you the minimum permissions you need but please let me know which of the Click & Pay Suite apps is your client using?
- Vault
- Virtual Terminal
- Custom Questions? are they being mapped.
- Store
- Event
- Ticketing?
- Attendee mapping
- Dispatch
- Autoresponder
- Mass Email
- SMS
- Settings
- Custom Mapping
- Opportunity?
- Campaigns?
- Contact
- Account
- Custom objects
- Custom Mapping
The team will send you our internal support document - but let us know which apps are being used and if any mapping is done.
Our support team is emailing you shortly asking for a few details and then we will narrow down our document and send you the fields.
- Vault