What are the required permission for fields in SalesForce to synchronize Shopify To SalesForce connector?
Our Connector needs the ' Field-Level Security ' to ' Visible' permission for the following fields in Salesforce to Work.
Note: - First of all, please check an Active PriceBook is exist in SalesForce
Customers Object Field Label -
- Name
- Account Name
- Email
- Phone
- Mailing Address
- Other Address
Accounts Object Field Label -
- Account Name
- Account Number
- Billing Address
- Shipping Address
Opportunities Object Field Label -
- Opportunity Name
- Account Name
- Close Date
- Amount
- Description
- Stage
- Price Book
Orders Object Field Label -
- Order Name
- Account Name
- Order Start Date
- Order Amount
- Description
- Order Reference Number
- Status
- Billing Address
- Shipping Address
Check the Permission Level by Following the Steps.
You can check the fields by Going "Setup -> Build -> Customize".
Click the above mentioned any object then "Fields". (ex. Orders -> Fields)
Click on the 'Field Label' for the respective Object. (ex. Orders -> Account Name)
Then click the "Set Field-Level Security".
Now check the "Visible" option is marked.
if all is right, then you are ready to go.
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