Step 1: [Send Data] Create a Salesforce Activation User

Rev.Up connects to your Salesforce instance through a connected app and an Integration Salesforce user. 

Send Data to Salesforce (Lightweight Salesforce Connector)

Integration User Permissions

The following permissions are required to set up the Salesforce import integration. Setting up a Salesforce import integration is a one time activity that allows you to send data to Salesforce.

• In Rev.Up you must be an Admin user to be able to create the integration between Rev.Up and Salesforce. 
  
• You must have a Salesforce username and password. The Salesforce integration user must be a system admin with the following: 
  
  • Bulk API access 

Required Permissions: 

Write Access: 

• Accounts - We can update accounts records or create new records. 
• Campaigns and Campaign Members - We can update accounts records or create new records. 
• Contacts - We can update accounts records or create new records. 
• Leads - We can update accounts records or create new records. 

Send Data to Salesforce (Buyer Insights)

Integration User Permissions

The following permissions are required to set up the Salesforce import integration. Setting up a Salesforce import integration is a one time activity that allows you to import data from Salesforce.

• In Rev.Up you must be an Admin user to be able to create the integration between Rev.Up and Salesforce. 
  • You can test the integration with a Sandbox environment prior to moving to production.
• You must have a Salesforce username and password. The Salesforce integration user must be a system admin with the following: 
  
  • Bulk API access