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-only access to Data and Measurement Studio by logging into https://home.terminusplatform.com/, navigating to Data or Measurement Studio > Settings > Configuration > Integrations > Salesforce, selecting "Connect to Salesforce," and logging into your Salesforce account.
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.
Recommended Fields
SFDC Object |
Required Fields |
Account |
|
Campaign |
|
CampaignMember |
|
Contact |
|
Lead |
|
Opportunity |
|
OpportunityContactRole |
|
OpportunityHistory |
|
OpportunityStage |
|
RecordType |
|
Task |
|
User |
|
UserRole |
|
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