The Connect User is a designated Revenue.io user that will be assigned the Tasks of owner-less Revenue.io calls, such as missed calls from a call flow. Since all Tasks are required to have an owner, this allows calls to be logged to Salesforce which were not answered by any specific user.
Salesforce Connect User Permissions
The Connect User should be a Salesforce System Administrator and have the following Object Permissions in Salesforce:
- Create, Read, Edit permissions for Activity
- This allows for Revenue.io Task assignment and the Connect User to perform relevant modifications to the Task.
- Read and Edit permissions for:
- Account
- Contact
- Opportunity
- Lead
- Campaign
Furthermore, the user must be an active Revenue.io user with an Administrator license in order to be a selectable option.
Note: If your Org has customizations such as flows or validation rules that may coincide with Revenue.io Task assignment please ensure the Connect User's permissions allow Tasks to be assigned to them without interference.
Setting up the Salesforce Connect User
To set up the Salesforce Connect User:
| 1. Have a Revenue.io Admin log in to Admin Console and select Integrations > Salesforce from the left hand navigations. | |
| 2. Select the "General Settings" tab | |
| 3. Under the Salesforce Connect User setting, select the user you wish to designate from the dropdown menu in the Name dropdown. Click Save to set the Connect User. | |
| If you wish to test the integration between Revenue.io and the Sales Connect User, click the Test button. If the test is successful, the message, "Run-as user has a valid session" will surface. |
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| In the event that the Salesforce Connect User is removed from Revenue.io, by default, all Revenue.io Admins will receive an email prompting them to designate a new Connect User. To designate specific Admins to receive this email, check the box next to the names of the Admins you wish to receive the email in the Notifications dropdown and click Save. |
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| To notify ALL admins in the account, click the "Select All/Clear All" option to check all names in the dropdown. |