This articles details the required permissions that need to be assigned to the integration user in Salesforce for integrating RaiseNow with Salesforce NPSP. This article is intended for Salesforce administrators or similarly qualified personal.
When you install the RaiseNow Fundraising Kit for Salesforce via the AppExchange, a "RaiseNow Permission Set" will become available within Salesforce. By assigning this permission set to your integration user, this user will automatically have the required access to all objects shipped with our managed package.
In addition, the integration user will require the following permissions which cannot be shipped with our managed package.
| Object | Permission |
| AttachedContentDocument | AttachedContentDocument.isAccessible() |
| AttachedContentDocument | AttachedContentDocument.fields.Id.isAccessible() |
| AttachedContentDocument | AttachedContentDocument.fields.ContentDocumentId.isAccessible() |
| Attachment | Attachment.isCreateable() |
| Attachment | Attachment.fields.ParentId.isAccessible() |
| Attachment | Attachment.fields.ContentType.isAccessible() |
| Attachment | Attachment.fields.Name.isAccessible() |
| Attachment | Attachment.fields.Body.isAccessible() |
| Attachment | Attachment.ParentId.getDescribe().isCreateable() |
| Attachment | Attachment.ContentType.getDescribe().isCreateable() |
| Attachment | Attachment.Name.getDescribe().isCreateable() |
| Attachment | Attachment.Body.getDescribe().isCreateable() |
| CampaignMember | CampaignMember.isAccessible() |
| CampaignMember | CampaignMember.isCreateable() |
| CampaignMember | CampaignMember.fields.Id.isAccessible() |
| CampaignMember | CampaignMember.fields.Name.isAccessible() |
| CampaignMember | CampaignMember.fields.CampaignId.isAccessible() |
| CampaignMember | CampaignMember.fields.RaiseNow__RaiseNow_Payment_Reference__c.isAccessible() |
| CampaignMember | CampaignMember.RaiseNow__RaiseNow_Payment_Reference__c.getDescribe().isCreateable() |
| CampaignMember | CampaignMember.RaiseNow__RaiseNow_Payment_Reference__c.getDescribe().isUpdateable() |
| Contact | Contact.isAccessible() |
| Contact | Contact.isCreateable() |
| Contact | Contact.fields.Id.isAccessible() |
| Contact | Contact.fields.Name.isAccessible() |
| Contact | Contact.fields.MailingAddress.isAccessible() |
| Contact | Contact.fields.FirstName.isAccessible() |
| Contact | Contact.fields.LastName.isAccessible() |
| Contact | Contact.fields.Salutation.isAccessible() |
| Contact | Contact.fields.RaiseNow__Language__c.isAccessible() |
| ContentDocumentLink | ContentDocumentLink.isAccessible() |
| ContentDocumentLink | ContentDocumentLink.fields.ContentDocumentId.isAccessible() |
| ContentDocumentLink | ContentDocumentLink.ContentDocumentId.getDescribe().isCreateable() |
| ContentDocumentLink | ContentDocumentLink.fields.LinkedEntityId.isAccessible() |
| ContentDocumentLink | ContentDocumentLink.LinkedEntityId.getDescribe().isCreateable() |
| ContentVersion | ContentVersion.isAccessible() |
| ContentVersion | ContentVersion.fields.Id.isAccessible() |
| ContentVersion | ContentVersion.fields.Title.isAccessible() |
| ContentVersion | ContentVersion.Title.getDescribe().isCreateable() |
| ContentVersion | ContentVersion.Title.getDescribe().isUpdateable() |
| ContentVersion | ContentVersion.fields.PathOnClient.isAccessible() |
| ContentVersion | ContentVersion.PathOnClient.getDescribe().isCreateable() |
| ContentVersion | ContentVersion.fields.VersionData.isAccessible() |
| ContentVersion | ContentVersion.VersionData.getDescribe().isCreateable() |
| ContentVersion | ContentVersion.VersionData.getDescribe().isUpdateable() |
| ContentVersion | ContentVersion.fields.IsMajorVersion.isAccessible() |
| ContentVersion | ContentVersion.IsMajorVersion.getDescribe().isCreateable() |
| ContentVersion | ContentVersion.fields.ContentDocumentId.isAccessible() |
| npe03__Recurring_Donation__c | npe03__Recurring_Donation__c.isAccessible() |
| npe03__Recurring_Donation__c | npe03__Recurring_Donation__c.fields.Id.isAccessible() |
| npe03__Recurring_Donation__c | npe03__Recurring_Donation__c.fields.RaiseNow__RaiseNow_Subscription_Token__c.isAccessible() |
| npe03__Recurring_Donation__c | npe03__Recurring_Donation__c.RaiseNow__RaiseNow_Subscription_Token__c.getDescribe().isUpdateable() |
| npe03__Recurring_Donation__c | npe03__Recurring_Donation__c.fields.npe03__Open_Ended_Status__c.isAccessible() |
| npe03__Recurring_Donation__c |
npe03__Recurring_Donation__c.fields.npsp__Status__c.isAccessible() |
| npe03__Recurring_Donation__c |
npe03__Recurring_Donation__c.fields.npsp__ClosedReason__c.isAccessible() |
| npe03__Recurring_Donation__c |
npe03__Recurring_Donation__c.fields.npsp__EndDate__c.isAccessible() |
| npe03__Recurring_Donation__c |
npe03__Recurring_Donation__c.fields.npsp__StartDate__c.isAccessible() |
| npe03__Recurring_Donation__c |
npe03__Recurring_Donation__c.fields.npsp__InstallmentFrequency__c.isAccessible() |
| npe03__Recurring_Donation__c |
npe03__Recurring_Donation__c.fields.npe03__Installment_Period__c.isAccessible() |
| npe03__Recurring_Donation__c | npe03__Recurring_Donation__c.fields.RaiseNow__Has_RaiseNow_Subscription_Been_Created__c.isAccessible() |
| npe03__Recurring_Donation__c | npe03__Recurring_Donation__c.RaiseNow__Has_RaiseNow_Subscription_Been_Created__c.getDescribe().isUpdateable() |
| npe03__Recurring_Donation__c | npe03__Recurring_Donation__c.fields.npe03__Amount__c.isAccessible() |
| npe03__Recurring_Donation__c | npe03__Recurring_Donation__c.fields.CurrencyIsoCode.isAccessible() |
| npe03__Recurring_Donation__c | npe03__Recurring_Donation__c.fields.npe03__Contact__c.isAccessible() |
| Opportunity | Opportunity.isCreateable() |
| Opportunity | Opportunity.fields.Name.isAccessible() |
| Opportunity | Opportunity.fields.CampaignId.isAccessible() |
| Opportunity | Opportunity.fields.CloseDate.isAccessible() |
| Opportunity | Opportunity.fields.StageName.isAccessible() |
| Opportunity | Opportunity.fields.npsp__Primary_Contact__c.isAccessible() |
| Opportunity | Opportunity.Name.getDescribe().isCreateable() |
| Opportunity | Opportunity.npsp__Primary_Contact__c.getDescribe().isCreateable() |
| Opportunity | Opportunity.StageName.getDescribe().isCreateable() |
| Opportunity | Opportunity.CloseDate.getDescribe().isCreateable() |
| Opportunity | Opportunity.CampaignId.getDescribe().isCreateable() |
| Opportunity | Opportunity.CloseDate.getDescribe().isCreateable() |
| Opportunity | Opportunity.npsp__Primary_Contact__c.getDescribe().isCreateable() |
| Opportunity | Opportunity.fields.Amount.isAccessible() |
| Opportunity | Opportunity.fields.CurrencyIsoCode.isAccessible() |
| Opportunity | Opportunity.fields.RaiseNow__Invoice_Identifier__c.isAccessible() |
| Organization | Organization.fields.IsSandbox.isAccessible() |
| Organization | Organization.fields.Id.isAccessible() |
| Organization | Organization.fields.OrganizationType.isAccessible() |
| npe01__OppPayment__c | npe01__OppPayment__c.isCreateable() |
| Campaign | Campaign.isCreateable() |
Comments
0 comments
Please sign in to leave a comment.