Minimum Permissions Required for SFDC Internal User For SSO
Standard Object Access
The following table defines the required access for the standard object used in this integration:
Administrative Permissions
These permissions are essential for the integration user to interact with external systems and manage internal data visibility.
Field-Level Security (Minimum Required Fields)
The following fields on the User object must have at least Read Access enabled to ensure proper data syncing:
FirstName: Required for user identification.
LastName: Required for user identification.
Email: Essential for communication and unique identification.
Additional Fields: Any additional standard or custom fields required if the integration needs to sync extra details.
Apex Class Access
Access to the following Apex classes is mandatory for the integration to function correctly:
Additional Notes
This permission setup ensures the Internal User can authenticate, interact via REST, and read or update configuration values depending on the setup.
Additional Apex classes or fields may be added based on future package updates.
Related Articles
Minimum Permissions Required for SFDC Community Integration User Profile
Standard Object Access Object Access Notes Account Read / Edit as needed Ensure access to required fields Contact Read / Edit as needed Ensure access to required fields Account Brand Read / Edit as needed Ensure access to required fields ...SFDC SSO : MM API Setting Document
Before you begin this setup: The MindMatrix Managed package should be installed on the SFDC Environment. A connection between MindMatrix and SFDC must be established. Step 1: Remote Site Settings In SFDC, go to 'Remote Site Settings' and add the MM ...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 do I troubleshoot an issue with SSO (Single-Sign-On) and Mindmatrix?
We know that many clients may have custom SSO setups with their Mindmatrix accounts. This article will provide you with a brief guide on how to troubleshoot any issues you see. The login page appears to be down for users Users are logging in but are ...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 ...