To successfully connect your Salesforce instance with Propensity, your Salesforce user must have the proper permissions to allow access to key data objects. Below is a complete breakdown of the required access levels. While these represent the baseline permissions, we recommend granting full Read, Create, and Edit access to ensure Propensity can properly interact with Accounts, Contacts, and all related custom objects.
Standard Salesforce Objects
Accounts
| Field | Access Required |
| Id | Read |
| Name | Read |
| Website | Read |
Overall Object Access: Read / Edit
Contacts
| Field | Access Required |
| Id | Read |
| Account | Read |
| First Name | Read |
| Last Name | Read |
| Read | |
| Phone | Read |
| MobilePhone | Read |
| Title | Read |
Overall Object Access: Read / Edit
Leads
| Field | Access Required |
| Id | Read |
| Company | Read |
| Website | Read |
| First Name | Read |
| Last Name | Read |
| Read | |
| Phone | Read |
| MobilePhone | Read |
| Title | Read |
Overall Object Access: Read / Edit
Campaigns
| Field | Access Required |
| Id | Read |
| Name | Read / Write |
Overall Object Access: Read / Create / Edit
Campaign Members
| Field | Access Required |
| Id | Read |
| Campaign | Read / Write |
| Contact | Read / Write |
| Lead | Read / Write |
Overall Object Access: Read / Create / Edit
Activities (Tasks / Events)
| Field | Access Required |
| Id | Read |
| Subject | Read |
| ActivityDate | Read |
| StartDateTime | Read |
| Description | Read |
| OwnerId | Read |
| WhatId | Read |
| WhoId | Read |
| Type | Read |
| Status | Read |
Overall Object Access: Read
Custom Objects Added by Propensity
The Propensity package adds several custom objects to support ABM campaigns and performance tracking. The user authorizing the connection must have Create / Edit access to the following:
- Propensity - ABM Campaigns
- Propensity - Daily Campaign Spend Layout
- Propensity - ABM Influenced Opp
- Propensity - Campaign Spend
- Propensity - Account Signal
- Propensity - Marketing Data
- Propensity - Contact Signal
- Propensity - Website Visit
Propensity Salesforce.com Install Package Schema
Need Help?
If you're unsure how to assign permissions or receive errors when connecting, please reach out to Propensity Support via the live chat or success@propensity.com.