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API/Integration User Permissions for Sequel's Salesforce Integration

Answering "What permissions does Sequel need in order to integrate successfully with Salesforce environment?

Updated over a week ago

First, if you're looking to understand the general native Salesforce integration, check out this guide, it's the best starting point.

Salesforce Permissions by Level

OAuth scopes

  • Manage user data via APIs (api)

  • Perform requests at any time (refresh_token, offline_access)

Setup-level access (Integration user system permissions)

  • API Enabled

  • View Setup and Configuration (commonly required to successfully query queue-related objects such as Group and QueueSobject)

  • Modify Metadata Through Metadata API Functions

Object-level permissions (Integration user)

  • Lead

    • Read

    • Create

    • Edit

  • Contact

    • Read

    • Create

    • Edit

  • Campaign

    • Read

    • (Create, Edit) only if you will create or update Campaigns

  • Campaign Member (CampaignMember)

    • Read (only if you query CampaignMember records)

    • Create

    • Edit

  • Queue-related objects (for querying queues via API)

    • Group

      • Read

    • QueueSobject

      • Read

  • Managed package custom objects (records on objects installed by the package)

    • For each package custom object your integration will use:

      • Read (required for query/search)

      • Create (required for insert)

      • Edit (required for update)

      • Delete (only if you will delete records)

Field-level permissions (Integration user)

  • For every field you query (SELECT in SOQL or return via API): Read

  • For every field you write (insert/update): Edit

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