What permissions does the Salesforce CRM enrichment package need?

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The minimum permissions required by the installation user are:

  • System Permission:

    • API Enabled

  • Object/Field permission:

    • Account/Lead

      • Read

      • Edit - on all HG Insights fields from the managed package

      • In some cases we may also require Modify All - this has been seen in certain customer integrations.

    • HG Technographic/ HG Firmographic / HG IT Spend / Account Scoring fields

      • CRUD, View All, Modify All Permission - on objects

      • Edit - on all associated fields