Required Salesforce Permissions for Dataro Integration

Required Salesforce Permissions

To establish the connection between Salesforce and Dataro, the user performing the integration must have the following permissions:

• Approve Uninstalled Connected Apps & Manage Connected Apps: Allows the connecting user to install the Dataro Connected App

• API Enabled: Grants access to Salesforce API for data integration.

• View Setup and Configuration: Allows the user to view and manage organization-level metadata settings.

• Read permissions on the required objects and fields

  • This may change depending on the client’s exact configuration, but generally we require: Contact, Account, Opportunity, Opportunity Payment, Recurring Donation, Campaign, Campaign Member

• Write permission on the Contact object

• Ability to create custom fields on the contact (the client can also do this manually).

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API Usage

The Salesforce API is primarily used for:

• Reading Metadata: Extracting field configurations and other required metadata for integration.

• Collecting Data: Getting the required data from Salesforce into Dataro’s system.

• Writing Data: Updating or inserting data back into Salesforce.

How to setup permission sets in SalesForce (Example)

1. Create a Permission Set

• For the connected user, Go to Setup > Permission Sets > Click 'New

• Name it 'Integration User Access'

• Choose the appropriate license (typically 'Salesforce').

• Click Save.

1. Add System Permissions

Tick Check:

• API Enabled

• View Setup and Configuration

• And click Save

1. Assign the Permission Set

• Go to Setup > Users.

• Select the appropriate user (e.g., User which will be used for the integration).

• Scroll to 'Permission Set Assignments' and click 'Edit Assignments'.

• Add 'Integration User Access'. (Permission set name)

• Save.