Campaign management permissions


Note: This article applies to PureCloud for Salesforce.

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.

Access levels

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 Divisions
PureCloud DNC Lists
PureCloud Edge Groups
PureCloud Phone Fields Read, Create, Edit, Delete
PureCloud Queues
PureCloud Scripts

Field-level security

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
Time Zone
Campaign member Last Attempt
Last Result
Last Sync
Reconciled Result
Sort Order
Synced to PureCloud
Time Zone

Also, at a minimum, you must select Visible for all of the following fields on custom objects.

Custom object Field
PureCloud Campaign Update Request Original SF Campaign
PureCloud Campaign ID
PureCloud Contact Deletion Request Contact ID
Contact List ID
Failed
PureCloud Contact List Column Associated Object Id
Column Name
PureCloud Contact List Request API Response
Failed Attempts
PureCloud Contact List ID
Salesforce Campaign ID
PureCloud Phone Field Associated Object Id
Order
Phone Column Name
Phone Type

For more information, see About Campaign Management.

For more information about the integration, see About PureCloud for Salesforce.