Campaign management permissions
To use campaign management in PureCloud for Salesforce, you must grant Salesforce users who create or update campaigns or campaign members access to campaign objects. You must also select Visible for certain campaign fields for these Salesforce users.
The integration uses the following campaign objects. At a minimum, you must select the listed access levels for the specified campaign objects. If you want Salesforce users to be able to access other campaign objects, then select appropriate access levels for those other campaign objects.
|Campaign objects||Access level (minimum required)|
|PureCloud Contactable Time Sets||—|
|PureCloud Call Responses||—|
|PureCloud Call Rule Sets||—|
|PureCloud Campaign Schedules||—|
|PureCloud Campaign Settings||Read|
|PureCloud Campaign Update Requests||Read, Create, Edit|
|PureCloud Contact Deletion Requests||Read, Create, Edit|
|PureCloud Contact List Columns||Read, Create, Edit, Delete|
|PureCloud Contact List Requests||Read, Create, Edit|
|PureCloud DNC Lists||—|
|PureCloud Edge Groups||—|
|PureCloud Phone Fields||Read, Create, Edit, Delete|
The integration uses the following custom fields on standard objects. At a minimum, you must select Visible for fields as indicated in the table. If you want Salesforce users to be able to see other fields, then select Visible for those other fields.
|Standard object||Field||Select Visible? (minimum required)|
|Campaign||Adjusted End Date Time||Yes|
|Adjusted Start Date Time||Yes|
|Failed Attempts to Reconcile Results||—|
|PureCloud Campaign ID||Yes|
|PureCloud Campaign Priority||—|
|PureCloud Campaign Schedule||—|
|PureCloud Campaign Setting||Yes|
|PureCloud Campaign Status||—|
|PureCloud Contact List ID||Yes|
|Reconciled Contact Results||—|
|Campaign member||Last Attempt||—|
|Synced to PureCloud||—|
Also, at a minimum, you must select Visible for all of the following fields on custom objects.
|PureCloud Campaign Update Request||Original SF Campaign|
|PureCloud Campaign ID|
|PureCloud Contact Deletion Request||Contact ID|
|Contact List ID|
|PureCloud Contact List Column||Associated Object Id|
|PureCloud Contact List Request||API Response|
|PureCloud Contact List ID|
|Salesforce Campaign ID|
|PureCloud Phone Field||Associated Object Id|
|Phone Column Name|
For more information, see About Campaign Management.
For more information about the integration, see About PureCloud for Salesforce.