The Lumary Engagement Console authenticates with Salesforce using the OAuth 2.0 protocol. OAuth 2.0 is a standard for authorising applications to talk to each other.
Salesforce user permissions
The Salesforce user account that is used to authenticate your Lumary Engagement Console tenant with your Salesforce org requires a Salesforce user license, with the following permissions.
System Permissions
| Permission | Use |
| API Enabled | Required to use the Salesforce REST API |
| Customize Application | Required to create Outbound Message definitions for flows |
| Manage Custom Permissions | Required by the Customize Application permissions |
| View Roles and Role Hierarchy | Required by View Setup and Configuration permission |
| View Setup and Configuration | Required to list objects that can be used to create a Record-Triggered Flow |
| Modify Metadata Through Metadata API Functions | Required to read, create and update Flows and Outbound Message definitions |
App Permissions
| Permission | Use |
| Enable System Mode Flow Activation | Required as Flows run in System context |
| Manage Flow | Required by Enable System Mode Flow Activation permission |
Object Permissions
Objects that are used in the Lumary Engagement Console flow require the following permissions.
| Permission | Use |
| Read | Required to list the objects fields |
| Create | Required to create a record of the object type from the Create Record action |
| Edit | Required to update a record of the object type from the Update Record action |
| View All Records | Required to read records of the object type from the Get Record action/Scheduled Trigger |
| Field Permissions | Read permission is required for any field to be returned from Get Record action/Scheduled Trigger/Event Trigger. Edit permission is required for any field to be updated from Update Record Action. |
Pendula4E Object Permissions for Activity Sync
The following permissions are required so that records in these objects can be created and updated by the activity sync service and triggers.
| Object | Permissions |
| Pendula4E__Message_Event__c | Read, Create, Edit, Delete, View All Records, Modify All Records, View All Fields Read Access, Edit Access to all fields |
| Pendula4E__Message_Recipient__c | Read, Create |
| Pendula4E__Message__c | Read, Create, Edit, Delete, View All Records, Modify All Records, View All Fields Record Type Assignments: Inbound SMS, Outbound Email, Outbound SMS |
Recipient matching
Your selected Contact, Lead, User or Person Account objects require Read, View All Records, Read Access to the following fields:
- Id
- MobilePhone
- PersonMobilePhone (for Person Accounts only)
- PersonEmail (for Person Accounts only)
Connect your Lumary Engagement Console tenant
To connect to a Salesforce org from the Lumary Engagement Console:
- Log into your Lumary Engagement Console tenant with the user that has the correct Salesforce permissions.
- Select Integrations from the main menu. The integrations page shows:
- Active connections: applications you have already connected to the Lumary Engagement Console
- Setup connection: applications you can connect to the Lumary Engagement Console
- Click the Salesforce tile under the Setup connection heading. This opens the page where you can enter the details of your new connection.
- Enter salesforce-integration (case sensitive) as the Name to identify this connection. This value is used as the
API Name, and is also the name that can be selected within a flow to choose a particular connection - e.g.ProductionorSandbox. - Enter a Description to make it easier to identify this connection from the list.
- Select either
ProductionorSandboxfrom the Environment drop-down. - Click Connect. If you are not logged into your Salesforce org, this will take you to the login screen so you can log into your org.
- Click Allow in the Salesforce window to allow the Lumary Engagement Console access to your org.
- You will be redirected back to the Lumary Engagement Console. Click Save connection.
Authentication is now established with your Salesforce org, and the connection is added to your Active connections list.