Question Variations
- Which specific permissions must be granted to Invoca Salesforce users?
- Can you list the required permissions for Invoca Salesforce users?
- What are the necessary permission settings for Invoca users in Salesforce?
- Could you provide me with the permission requirements for Invoca users in Salesforce?
- What authorization levels are necessary for Invoca users in Salesforce?
Applies To
-Salesforce
Answer
- Set Read and Edit permissions for the following objects:Invoca Call Log
- Invoca Conversion Mapping
- Invoca Reportings
- Invoca Error Logs
- Check Field Permissions for mapped fields in the following objects:Accounts
- Contacts
- Leads
- Opportunities
- Cases
- Grant explicit permission for users to access Apex Classes containing @AuraEnabled methods, specifically the CallLogWrapper and CallStreamingController classes within the Invoca Enterprise app.
- Enable 4 Visualforce pages associated with the Invoca Enterprise app under Visualforce Page Access. The namespace prefix is INVOCA_FOR_SF.
- Check the following System Permissions:Apex REST Services flag must be checked.
- Edit Tasks flag must be checked.
- Allow users to Convert Leads under App Permissions.
Under Object Settings, the following Object Permissions should be set:
Additional Information
Salesforce Sales Cloud: Pre-installation checklist
Example Screenshot of a Salesforce setup
