Minimum Permissions required for SFDC Community Integration User
Custom App Settings
Tab Settings
App Launcher
Leads
Contacts
Accounts
Opportunity
Custom Tab Setting (Available after package installation)
Administrative Permissions
General User Permissions
Standard object Permissions
Field Level Security
Lead - All Fields Permissions
Contact - All Fields Permissions
Account - All Fields Permissions
User - All Fields Permissions
Related Articles
SFDC: CRM Sync Setting and Integration
The sections and functions related to CRM Sync Setting and Integration are listed below: COMMON SECTION: Please review below for the functions and its description: 1. Time Interval: It essentially illustrates how long synchronization should take. 2. ...
How to Configure Webex Integration?
Introduction: This article explains the process of integrating Webex with Mindmatrix, configuring Webex settings, pulling webinar details and invitees into Mindmatrix, and creating email and web form templates for sending webinar invitations to ...
How to adjust Autotask API user permission settings
Posted by The Team at Mindmatrix on 26 April 2018 02:34 PM To setup an Autotask API user for Mindmatrix integration, you will want to account for the following settings. Within Autotask go to ->Admin option -> Features and settings ...
How to Adjust Autotask API user permission settings
Posted by The Team at Mindmatrix on 26 April 2018 02:34 PM To setup an Autotask API user for Mindmatrix integration, you will want to account for the following settings. Within Autotask go to ->Admin option -> Features and settings ...
How do I setup permissions so that users can only view their own deals, opportunities or other data?
You can set role permissions so that users can only see their own deals and opportunities, and not the data of other users within their own organizations. By default, users will only see their own contacts unless another user shares contacts with ...