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.
RaiseNow Permission Set
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.
Additional permissions
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() |
| Custom Setting Definitions | add npe03.Recurring Donations Settings |
| 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() |
| npe01__OppPayment__c | npe01__OppPayment__c.RaiseNow__Transaction_Identifier__c.isAccessible() |
| Campaign | Campaign.isCreateable() |
| Custom Setting Definitions | add npe03.Recurring Donations Settings |
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