Accelerate the Value of Data

Grant permissions to the service user profile

Learn how to grant permissions for the service user profile in Salesforce.

The service user requires permissions to be set up for Salesforce objects, record types, fields, and Apex classes. To grant permissions:​​
  1. In the Profiles page in your Salesforce organization, select the profile you've created.
  2. Select object settings.
  3. Grant the following privileges for the Reltio=Sync and Reltio Sync Config objects, and any other objects you've defined in the mapping:

    READ, CREATE, EDIT, DELETE, VIEW ALL, MODIFY ALL

    Ensure that you enable permissions for all record types for all objects that must be integrated with Reltio.

  4. For a specific object type, enable all record types for all objects defined in the mapping.
  5. For a specific object type, grant the following privileges for all fields in the Reltio_Sync__c and Reltio_Sync_Config__c objects, and any other objects you've defined in the mapping:

    READ, EDIT

  6. Select Apex Classes Access.
  7. Allow access to the following apex classes:

    HealthCheckREST, ReltioAuthenticationService, ReltioConfigParser, ReltioHttpService, ReltioSyncConfigSettings, ReltioSyncConfigWrapper, ReltioSyncSelector, ReltioSyncSettings, ReltioSyncSettingsValidator, ReltioSyncStateController, ReltioSyncUtility, ReltioSyncUtilityWrapper