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

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 

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