1. Administrative Permissions

• API Enabled

2. Standard Object Permissions

• Account: Configure as Read or Write based on specific integration requirements.

• Contact: Configure as Read or Write based on specific integration requirements.

• Lead: Configure as Read or Write based on specific integration requirements.

• Opportunities: Configure as Read or Write based on specific integration requirements.

3. Custom Object Permissions

• For any custom objects targeted for integration, ensure appropriate Read and Write permissions are granted to facilitate seamless data synchronization.

4. Field Level Security

Ensure that all fields mapped for synchronization across the following objects have the necessary Field Level Security (FLS) permissions enabled:

• Lead

• Contact

• Opportunity

• Account

5. Tab Permissions

• Leads

• Contacts

• Accounts

• Opportunity