This document provides the comprehensive list of permissions necessary for Drift's Salesforce Integration to work properly. This is a common reason why the integration will fail to connect and/or sync.
In this doc, we'll cover
- editing user permissions in Salesforce Classic
- editing user permissions in Salesforce Lightning
- the required permissions Drift needs in order to connect to Salesforce
How to Edit User Permissions in Salesforce Classic
Find the Administrator panel labeled Administer, which has a list including Manage Users:
Select Users from the dropdown that pops open when you click Manage Users.
Find and select the User who is connecting the Drift Salesforce Integration; in this example, System Administrator:
Scroll down to Field Level Security, select the Object you need to give Drift access to, and click on [ View ].
Click Edit so that you can check off the specific fields that you are granting Drift read, edit, and create access to.
See this video on Salesforce Field Level Security if you don't think you have permissions/were not able to follow along with these instructions.
Check the full list at the bottom of this doc and make sure you grant read, edit, and create access to all the necessary object fields.
Editing Permissions in Salesforce Lightning
Click the Settings gear in the top right corner and click Setup.
Click Administration, then Profiles. Select the profile for which you need to change permissions.
Scroll down to Field-Level Security and grant the following objects the designated permissions.
Permissions Required by Drift to Connect to Salesforce
Other Salesforce Articles:
- Mapping Salesforce Attributes
- Salesforce Routing
- Salesforce Global Dashboard
- Connect your Salesforce Sandbox to Drift
- Associate Leads or Contacts with Salesforce Campaign
- Drift's Salesforce Integration
- Bulk Enroll Leads from Salesforce to Drift
- How to Send Sales Sequence Emails Using Drift and Salesforce
- Drift ABM: Sync Accounts into Drift from Salesforce