Your user account in Salesforce will have a profile assigned to it. The permissions defined in the profile dictate what you can and cannot do in Salesforce. In order for ContactNow to work with your Salesforce account, there are two permissions that your user account needs to have enabled:
- API Enabled - This allows your account to issue calls and receive the results. We use these APIs to set up and run the CRM sync process.
- Modify All Data - This allows your account to make changes to data in your Salesforce account. We use this to sync changes made in ContactNow into your customer data. You can read more about this permission on the Salesforce website.
Check which profile is assigned to your Salesforce user account and make sure that both of the required permissions are enabled. If they are not available, you will need to change to a different profile or edit your current profile so that the required permissions are enabled.