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 |