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Required permissions for user role in Salesforce

Dev Chidipi
  • Updated

Each Salesforce user will only be able to access the Salesforce record types for which adequate permissions have been granted to the associated user role. Not having adequate role permissions could lead to unwanted errors when executing the data flows. 

Use the following steps to provide required permissions to a user in Salesforce:

  1. Login to your Salesforce account.
  2. From the top right corner of the window, click Setup.
  3. Enter "profile" in the search box located in the left navigation pane. From the search results select Manage Users > Profiles. The Profiles page is displayed.
    Permi1.png
  4. Select a user role for which you wish to edit permissions. The selected user profile page is displayed.
  5. Click Edit.
    Permis2.png
  6. From the following Salesforce sections, select the associated components:
    Salesforce Sections Components
    Administrative Permissions

    Bulk API Hard Delete
    API Enabled
    Chatter Internal User
    Customize Application
    Import Custom Objects
    Lightning Console User
    Manage Custom Permissions
    View Setup and Configuration
    General User Permissions

    Activate Orders
    Allow View Knowledge
    Deliver Uploaded Files and Personal Content
    Edit Activated Orders
    Standard Object Permissions
    (Note: Select all the Read, Create, Edit, Delete, View All, and Modify All checkboxes)

    Accounts
    Contacts
    Contracts
    Documents
    Opportunities
    Orders
    Price Books
    Products
    Quotes
    Custom Object Permissions (Bundle with Integration App (SmartConnector)
    Package)
    (Note: Select all the Read, Create, Edit, Delete, View All, and Modify All checkboxes)

    Financial
    Contract Item
    Discount Item
    Item Fulfillment
    Related SObject Sync
    Connection
    Real-Time Sync
    Field-Level Security > Standard Field-Level Security > Account
    (Note: Provide Read and Edit Access)

    Balance
    Celigo Update
    Channel Tier
    Credit Hold
    Credit Limit
    Days Overdue
    NetSuite Id
    NetSuite Sync Error
    Overdue Balance
    Pushed From Opportunity
    Push To NetSuite
    Sync In Progress
    Unbilled Orders
    Field-Level Security > Standard Field-Level Security > Contacts
    (Note: Provide Read and Edit Access)

    Sync In Progress
    Push To NetSuite
    Pushed From Opportunity
    NetSuite Sync Error
    NetSuite Id
    NetSuite Customer Id
    Celigo Update
    Field-Level Security > Standard Field-Level Security > Contracts
    (Note: Provide Read and Edit Access)

    Bill To Tier
    Contract Renewed On
    Distributor
    End Date For Upsell
    End-User
    NetSuite Contract Number
    NetSuite Contract Term
    NetSuite Id
    NetSuite Renewal Opportunity
    NetSuite Renewal Transaction Internal Id
    Original Contract
    Related Transaction Ids
    Renewal Terms
    Reseller
    Ship To Tier
    Field-Level Security > Standard Field-Level Security > Opportunity
    (Note: Provide Read and Edit Access)

    Bill To Tier
    Celigo Contract
    Celigo Update
    Contract Term
    Current Generator(s)
    Current Opportunity Id
    Current Sales Order Id
    Distributor
    Eligible Account For Channel Sales
    End Date
    End-User
    From Contract
    NetSuite Contract Id
    NetSuite Contract Term [del from packag]
    NetSuite Project Id
    NetSuite Renewal Terms
    NetSuite Sales Order #
    NetSuite Sync Error
    NSRenewal Opportunity Internal Id
    NS Renewal Transaction Internal Id
    Order Type
    Originated From NetSuite
    Push As NetSuite Opportunity
    Push As NetSuite Project
    Push To NetSuite
    Reseller
    Ship To Tier
    Start Date
    Sync In Progress
    Tracking Number
    Field-Level Security > Standard Field-Level Security > Quote
    (Note: Provide Read and Edit Access)

    Account
    Celigo Update
    Document Id
    Handling Cost
    NetSuite Id
    NetSuite PDF File
    NetSuite Quote #
    NetSuite Sync Error
    Pushed From NetSuite
    Push To NetSuite
    Sync In Progress
    Field-Level Security > Standard Field-Level Security > Order
    (Note: Provide Read and Edit Access)    		 Celigo Update
    Document Id
    Header Discount Total (NetSuite)
    NetSuite Id
    NetSuite Order #
    NetSuite Order Date
    NetSuite Order Status
    NetSuite PDF File
    NetSuite Sync Error
    Opportunity
    Pushed From NetSuite
    Push To NetSuite
    Quote
    Ship Date
    Sub-Total [NetSuite]
    Sync In Progress
    Field-Level Security > Standard Field-Level Security > Products
    (Note: Provide Read and Edit Access)    		 Celigo Update
    Item Category
    NetSuite Id
    NetSuite Sync Error
    Push To NetSuite
    Sub Type
    Sync In Progress
    Term / Contract Pricing Type
    Field-Level Security > Custom Field-Level Security 
    (Note: Provide Read and Edit Access for all available field types)    		 Financial
    Contract Item
    Discount Item
    Item Fulfillment
    Related SObject Sync
    Connection
    Real-Time Sync
    Enabled Apex Class Access

    integrator_da.RealTimeExportBatch
    integrator_da.RealTimeExportResult
    integrator_da.RealTimeExportTrigger
    integrator_da.RealTimeExporter
    netsuite_conn.CeligoRESTService
    netsuite_conn.NetSuiteConnectorPackageInstall
    Enabled Visualforce Page Access

    netsuite_conn.Opportunity_Sync
    netsuite_conn.Order_Sync
    netsuite_conn.PullCustomerFinancials
    netsuite_conn.Quote_Sync

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Comments

4 comments

Date Votes
  • RStudio Automations

    After going through this list, there are several typos such as "Field Label" or "NetSuite Connector". Some sections could be improved by sorting the items alphabetically.

    0
  • Lou Guberti-Ng

    Echoing the comment above, it looks like the "Field Label" column header from Salesforce was pasted by accident into some of the table cells. This should be removed to avoid confusion.

    0
  • Saumya Sunder
    • Edited


    @RStudio Automations, @Lou Guberti-Ng, I have made changes to the table. We value your feedback and thank you for your time.

    0
  • Zena T
    • Edited

    Some custom formula fields in SF are read-only automatically, and I cannot change the readability. This is throwing an error when the flows run between Salesforce and Netsuite, any workarounds?

    0

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