Overview
Below are the required fields for a Salesforce CRM Integration with Terminus Data and Measurement Studio.
The fields are, by default, mapped to the Terminus Data Studio and our schema when a user OAuth's their Salesforce instance. To complete the OAuth, the user must provide read/write access to Data and Measurement Studio.
To leverage the full value of these products, we suggest that users provide Terminus access to all those objects and fields listed below. Any additional fields you need to provide Terminus access to will be configured in the platform itself, during your onboarding period.
A more comprehensive guide is located here.
Required Fields
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SFDC Object |
Required Fields |
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Account |
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Campaign |
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CampaignMember |
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|
Contact |
|
|
Lead |
|
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Opportunity |
|
|
OpportunityContactRole |
|
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OpportunityStage |
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|
RecordType |
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Task |
|
|
User |
|
|
UserRole |
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