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

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

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

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

OpportunityStages & OpportunityStageHistory

• Read — Influ2 tracks opportunity progression through your pipeline

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

Campaign & CampaignMember

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

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

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

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

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.