Required Salesforce Permissions for Dataro Integration

This article outlines the Salesforce permissions required for users to connect and utilize Dataro. It also highlights the metadata and functionality accessed through these permissions to ensure proper setup and operation.

Required Salesforce Permissions

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

• 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).

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.