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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?

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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