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What user privileges do I need to connect to Salesforce?
What user privileges do I need to connect to Salesforce?

salesforce connect, user privileges, token error

Funnel Support avatar
Written by Funnel Support
Updated over a year ago

In order to connect Salesforce data sources in Funnel your Salesforce user needs a profile that:

  • Can connect custom applications to the Salesforce org.

  • Has read access to the specific object you are connecting to (e.g. Lead or Company).                          
     (in SF Org: Setup > Users > Profile > Object Settings).

  • Has API access enabled.
    (In SF Org: Setup > Users > Profile > System Permissions > API Enabled)

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