Permissions

After installation, all administrators or all users (depending on the users for whom the application was installed) receive LeadLab authorization sets. In these authorization sets, all relevant authorizations for users with regard to the LeadLab4Salesforce fields are already preset.

Authorization sets

In Salesforce “Setup” under “Users” and permission sets, you can select 3 predefined permission sets.

If you select an authorization set, you can assign it to one or more users via the button “Manage assignments”.

If permissions are still missing, it is likely that read permissions and/or write permissions are missing for existing lead or account fields. Please check these objects in the setup under Profiles in the Object Settings tab:

– Lead
– Account
– LeadLab visits
– LeadLab visited pages
– LeadLab Campaigns
– LeadLab Default Mandatory Fields
– LeadLab Companies
– LeadLab Milestones

Profile permissions for accounts

If it is necessary, define the required read rights and the right for editing access in the profile.

Read and write permissions are mandatory for the following fields:

LeadLab Company Fields	Lead Fields	Account Fields
LeadLab Company	Last name	Account name
Phone number	Company	Company Phone number
Contacts	Phone	Contacts
E-Mail	Contacts	Account Fax Number
Website	E-Mail	Website
Street	Website	Street (Billing address)
Zip Code	Street	Zip Code (Billing address)
City	Zip Code	City (Billing address)
Region	City	State (Billing address)
Country	State	Country (Billing address)
Branch	Country	Street (Delivery address)
annual turnover	LeadLab4SF Branch	Zip Code (Delivery address)
Number of Employees	LeadLab4SF annual turnover	City (Delivery address)
Lead Status	LeadLab4SF No. of Employees	State (Delivery address)
Rating	Status	Country (Delivery address)
LeadLab ID	Rating	LeadLAb4SF Branch
	LeadLab ID	LeadLAb4SF No. of Employees
		LeadLab4SF annual turnover
		Account classification
		LeadLab ID

If you still do not have sufficient permissions, check that the profile has the necessary read permissions and edit access rights on all page layouts used for leads and accounts. Alternatively, contact wiredminds support.