diff --git a/src/customer-guides/salesforce.mdx b/src/customer-guides/salesforce.mdx index 72921120..2559aa67 100644 --- a/src/customer-guides/salesforce.mdx +++ b/src/customer-guides/salesforce.mdx @@ -313,10 +313,15 @@ To ensure that you have the necessary system permission, please follow these ins If the integration contains Subscribe Actions, a number of special permissions are required. Here's an explanation of why each permission is necessary: +These permissions need to be explicitly enabled: + +- `Modify Metadata Through Metadata API Functions`: Required to configure event channels and event channel memberships through Metadata API. +- `Customize Application`: Required to configure artifacts like Named Credentials, which allows Ampersand to securely connect to the event channels. + +Salesforce auto-enables these when you enable the above permissions, because they dependent permissions: - `View Setup and Configuration`: Enables the integration to access Salesforce setup configuration in order to create webhook subscription settings. - `View Roles and Role Hierarchy`: Ensures the integration has the correct visibility context so Salesforce can successfully send events; without this, events may be generated but not delivered. - `Manage Custom Permissions`: Allows the integration to create and manage dedicated event channels and channel memberships used specifically for the installation's subscription events. -- `Customize Application`: Required to configure artifacts like Named Credentials, which allows subscription to happen in a secure way. To ensure that you have the necessary permission to use Subscribe Actions, please follow these instructions: - [For a Profile](#1-configure-system-permissions)