Here is a list of the different objects and their permissions available for the Influ2 Salesforce integration:
Contact
| Read | Required by the V2 product to gather audiences based on the cohort designer filters, for targeting and matching. |
| Create | Required by the V2 product to create Contact upon engagement on customer’s request. |
| Edit | Required by the V2 product to update engagement metrics on field level. |
| View All Records | Required by the V2 product to gather audiences based on the cohort designer, for targeting and matching. |
Campaign
| Read | Required by the V2 product to gather audiences based on the cohort designer filters. |
| View All Records |
Required by the V2 product to gather audiences based on the cohort designer filters. |
CampaignMember
| Read | Required by the V2 product to gather audiences based on the cohort designer filters. |
| View All Records | Required by the V2 product to gather audiences based on the cohort designer filters. |
CampaignMemberStatus
| Read | Required by the V2 product to gather audiences based on the cohort designer filters. |
| View All Records | Required by the V2 product to gather audiences based on the cohort designer filters. |
Account
| Read | Required by the V2 product to gather audiences based on the cohort designer filters, for targeting and matching. |
| Edit | Required by the V2 product to update engagement metrics on field level. |
| View All Records | Required by the V2 product to gather audiences based on the cohort designer filters, for targeting and matching. |
Lead
| Read | Required by the V2 product to gather audiences based on the cohort designer filters, for targeting and matching. |
| Create | Required by the V2 product to create Contact upon engagement on customer’s request. |
| Edit | Required by the V2 product to update engagement metrics on field level. |
| View all Records | Required by the V2 product to gather audiences based on the cohort designer, for targeting and matching. |
Opportunity
| Read | Required by the V2 product for Journeys based on Opportunity data, collecting audiences using Cohort Designer, and building a report that shows how V2 impacted overall Sales performance. |
| Edit | Required by the V2 product to update engagement metrics on field level. |
| View All Records |
Required by the V2 product for Journeys based on Opportunity data, collecting audiences using Cohort Designer, and building a report that shows how V2 impacted overall Sales performance. |
OpportunityStages
| Read | Required by the V2 product for Journeys based on Opportunity data, collecting audiences using Cohort Designer, and building a report that shows how V2 impacted overall Sales performance. |
| View All Records | Required by the V2 product for Journeys based on Opportunity data, collecting audiences using Cohort Designer, and building a report that shows how V2 impacted overall Sales performance. |
OpportunityStageHistory
| Read |
Required by the V2 product for Journeys based on Opportunity data, collecting audiences using Cohort Designer, and building a report that shows how V2 impacted overall Sales performance. |
| View All Records | Required by the V2 product for Journeys based on Opportunity data, collecting audiences using Cohort Designer, and building a report that shows how V2 impacted overall Sales performance. |
RecordType
| Read | Required by the V2 product for Journeys based on Opportunity data, collecting audiences using Cohort Designer, and building a report that shows how V2 impacted overall Sales performance. |
| View All Records | Required by the V2 product for Journeys based on Opportunity data, collecting audiences using Cohort Designer, and building a report that shows how V2 impacted overall Sales performance. |
Task
| Read |
Required by V2 product to track outreach and meetings booked activities. |
| Create | Required by V2 product in order to send notifications to Salesforce upon Target engagement. |
| View All Records | Required by V2 product in order to send notifications to Salesforce upon Target engagement, to track outreach and meetings booked activities. |
Event
| Read | Required by V2 product to track outreach and meetings booked activities. |
| Create |
Required by V2 product in order to send notifications to Salesforce upon Target engagement. |
| Edit |
Required by the V2 product to update engagement metrics on field level. |
| View All Records | Required by V2 product in order to send notifications to Salesforce upon Target engagement, to track outreach and meetings booked activities. |
See also: How to integrate Influ2 with Salesforce