Context
Rev.Up connects to your Salesforce instance through a connected app and 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
- 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.
Known Limitations:
- Currently the Lightweight connector cannot only be used in a Sandbox environment
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
- Bulk API access
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