Salesforce Edition Support

We only support Enterprise, Unlimited, Performance, we do not support Group, Professional, or Developer Editions of SFDC

Salesforce Permissions

Everything is easier if you make the Salesforce user connecting Engagio and Salesforce together an admin user.

If you'd like to customize the exact permissions the user syncing Engagio and SFDC together, here's what we need.

Recommended Permissions

Read Access:

Accounts
Campaigns and Campaign Members
Contacts
Leads
Activities (Events and Tasks)
Users - To show lead owner information (owner name on account or lead)
Queues - Same as Users, leads can be assigned to queues too
Opportunities - We use Opportunities for two different reasons:
1) Used to create our Program Impact Report (we tie campaign membership to sales cycle results such as the # of accounts that reached success in campaign)
2) We allow you to group or filter by Open Opportunity Status (i.e. show me every open opportunity)
Reports - System Permission to Run Reports, as well as "View Reports in Public Folders"

Quick Note on Roles / Hierarchy:
You will want to ensure our integration user can see the Accounts, Contacts, Leads, Opportunities, etc. that encompass the records you will use Engagio with.

Write/Edit Access:

Accounts
Contacts
Leads
Tasks (for Activity Logging)

User Settings:

User needs to have the "Marketing User" checkbox checked in order to use the Salesforce Actions for Campaign Members.

Bare Minimum Permissions

Read Access:
Accounts
Campaigns and Campaign Members
Contacts
Leads

Write/Edit Access:
Accounts
Contacts
Leads

What will Integrating Do?

Our integration is very light-weight. We have a small AppExchange package that helps set up our lead to account matching and provides the fields we'll write your engagement data to. We only write to fields we create. You can add these fields to your page layouts as you see fit. 

Out of the box, we're not going to change anything until you explicitly indicate what accounts we should be updating and if and how we should do our lead to account matching.

Dedicated Engagio User in SFDC (Best Practice👌) 

You'll need a Salesforce user that will be used by Engagio to synchronize with Salesforce via the Salesforce API.  We highly recommend having a dedicated Salesforce Engagio user as a best practice. If you do not do this and the employee whose account is connected leaves or changes roles, it will be much harder to update.