Salesforce Objects and Permissions

To use Influ2 with Salesforce, specific objects and permissions need to be configured. This reference shows exactly what's required and why Influ2 needs each permission.

Object permissions at a glance

Contact

• Read — Influ2 gathers audiences based on cohort filters and uses contacts for targeting and matching

• Create — Influ2 creates new contacts when you request engagement syncing

• Edit — Influ2 updates engagement metrics at the field level

• View All Records — Influ2 pulls all contacts matching your cohort criteria

Influ2 reads the following Contact fields:

• For matching and targeting: Id, FirstName, LastName, Email, CreatedDate, Title, MobilePhone, Phone, OwnerId, AccountId, AccountName, AccountIndustry

  • Email, MobilePhone, and Phone have the option to be restricted

• For marketing and sales alignment: OwnerEmail, OwnerName, OwnerIsActive

Lead

• Read — Required to gather audiences from your lead pool

• Create — Influ2 creates new leads when a contact changes companies

• Edit — Influ2 updates engagement metrics

• View All Records — Influ2 accesses all leads matching cohort filters

Influ2 reads the following Lead fields:

• For matching and targeting: Id, FirstName, LastName, Email, ConvertedAccountId, ConvertedContactId, ConvertedOpportunityId, ConvertedDate, IsConverted, LeadSource, Industry, CreatedDate, Company, Status, Title, Phone, MobilePhone

  • MobilePhone, and Phone have the option to be restricted

• For marketing and sales alignment: OwnerEmail, OwnerId, OwnerName, OwnerIsActive

Account

• Read — Influ2 uses account data for audience targeting and matching

• Edit — Influ2 updates engagement metrics on accounts

• View All Records — Required to pull all accounts for audience building

Influ2 reads the following Account fields:

• For matching and targeting: Id, Name, OwnerId, OwnerEmail, OwnerName, OwnerIsActive

Opportunity

• Read — Influ2 bases journeys on opportunity data and tracks sales impact

• Edit — Influ2 updates engagement metrics

• View All Records — Required for journey configuration and impact reporting

Influ2 reads the following Opportunity fields:

• For revenue impact calculation: Id, AccountId, Account.Name, Amount, CampaignId, CloseDate, IsClosed, IsDeleted, IsWon, LastActivityDate, LeadSource, Name, OwnerId, StageName, CreatedDate, Probability, OwnerName, OwnerEmail, OwnerIsActive, Source, SubSource, RecordTypeId, RecordTypeBusinessProcessId, RecordTypeDescription, RecordTypeDeveloperName, RecordTypeIsActive, RecordTypeName, RecordTypeNamespacePrefix, RecordTypeSobjectType

  • Amount, LeadSource, Probability, Source, and SubSource have the option to be restricted.

OpportunityStages & OpportunityStageHistory

• Read — Influ2 tracks opportunity progression through your pipeline

• View All Records — Required to monitor how Influ2 influences deals

Influ2 reads the following Opportunity Stage fields:

• For revenue impact calculation: RecordTypeId, RecordType.BusinessProcessId, RecordType.Description, RecordType.DeveloperName, RecordType.IsActive, RecordType.Name, RecordType.NamespacePrefix, RecordType.SobjectType, MasterLabel, SortOrder, IsActive

User

• Read — Influ2 reads User records to attribute contacts, leads, accounts, and opportunities to the right owner so sales and marketing stay aligned

Influ2 reads the following User fields:

• For marketing and sales alignment: Name, Email, IsActive

Campaign & CampaignMember

• Read — Influ2 uses campaign data to filter and target audiences

• View All Records — Required for audience building and cohort design

Influ2 reads the following Campaign fields:

• For matching and targeting: Id, CampaignId, Status, Type, LeadOrContactId, Contact.Account.Id, Contact.Account.Name, FirstName, LastName, CompanyOrAccount, Email, City, Country, Title, MobilePhone, Phone, LeadOrContactOwner.Email, LeadOrContactOwner.Id, LeadOrContactOwner.Name, LeadOrContactOwner.IsActive

Influ2 reads the following Campaign Member fields:

• For matching and targeting: CampaignId, Id, Label, Name

CampaignMemberStatus

• Read — Influ2 references campaign member statuses

• View All Records — Required for audience filtering

RecordType

• Read — Influ2 applies record types to journeys and opportunity tracking

• View All Records — Required for journey configuration

Record type fields used in revenue impact calculations are listed under Opportunity and OpportunityStages above.

Task & Event

• Read — Influ2 tracks outreach and meetings booked

• Create — Influ2 sends signal notifications as tasks or events

• Edit (Event only) — Influ2 updates engagement metrics

• View All Records — Required to track all outreach and meeting activity

Influ2 reads the following Event fields:

• For marketing and sales alignment, and revenue impact calculation: Id, WhoId, WhatId, AccountId, ActivityDate, ActivityDateTime, Description, EventSubtype, IsArchived, IsRecurrence, OwnerId, StartDateTime, Subject, Type, CreatedDate

  • Description has the option to be restricted.

Influ2 reads the following Task fields:

• For marketing and sales alignment, and revenue impact calculation: Id, AccountId, WhoId, WhatId, TaskSubtype, Status, RecurrenceType, OwnerId, IsClosed, IsArchived, ActivityDate, Subject, Type, CreatedDate

Permissions for CRM actions within Programs

When you use Programs to take actions in Salesforce — such as updating a Campaign Member when a target enters a journey stage — Influ2 requires an additional permission on top of the standard integration permissions above.

Required permission: external_membership.update

• This permission allows Influ2 to add or update CRM membership records (like Campaign Members) on behalf of a target as they move through a Program journey.

• If your Programs CRM actions aren't firing when targets enter a journey stage, check that the user who connected the integration has Admin or Manager role. An integration connected under an SDR or standard user account won't have the permission required to update CRM membership records.

Signal notifications in Salesforce

When you enable signal notifications, Influ2 automatically creates tasks or events in Salesforce for these signal types:

• Title change

• New Hire

• Company left

• LinkedIn post

• Search intent

• Content Intent

Tasks or event subject and descriptions are generated automatically based on the signal type, and includes relevant topics for engagement or intent signals. Influ2 automatically retrieves the contact owner and assigns the notification to them—or to your integration user if the owner can't be found.