Permissions (easy set up)

Ideally, the user connecting to Salesforce Service Cloud should have a Profile of “System Administrator”, which can be set in the user’s profile under Setup > Administration > Users. This should grant the user access to the necessary permissions to pull Salesforce Service Cloud data, such as Cases, Incidents, Users.

Permissions (more granular, more set up)

The minimum required permissions are listed below. These can be set up in 2 places:

  • Setup > Administration > User > the user’s Profile. From there, you can edit Profile settings by clicking Edit. Scroll down to find & edit Standard Object Permissions. You should only need to modify permissions here.

  • Setup > Administration > Permission Sets. From there, you can edit the user’s Object Settings. You should not need to modify permissions here.

See guide here on the differences between the Profiles vs Permissions Sets. See guide here for more on object permissions.

In order to …

These permissions are needed:

Tips

To install and uninstall connected apps

Customize Application AND either Modify All Data OR Manage Connected Apps

Help guide: Install a Connected App

To manage, create, edit, and delete OAuth apps

Manage Connected Apps

Help guide: Manage enabled OAuth-Connected app

Access Contacts

Contacts: Read, Write, Edit, View All

Find under a user’s Profile > Standard Object Permissions

Access Accounts

Accounts: Read, View All

Find under a user’s Profile > Standard Object Permissions

Access Users

Users: Read, View All

Images: Read, View All

Find under a user’s Profile > Standard Object Permissions

Access Cases

Cases: Read, Write, Edit, Delete, View All, Modify

All Images: Read, Write, Edit, Delete, View All

Documents: Read, Write, Edit, Delete, View All

Find under a user’s Profile > Standard Object Permissions

Access Incidents

Incidents: Read, Write, Edit, Delete, View All, Modify All

Find under a user’s Profile > Standard Object Permissions

Access Comments

Case: Read, Write, Edit, Delete, View All, Modify All

Incidents: Read, Write, Edit, Delete, View All, Modify All

Edit Case Comments

Find under a user’s Profile > Standard Object Permissions & General User Permissions

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