Minimum Permissions for Salesforce Integration

  • ProviMerchandising
    Asked on December 2, 2022 at 4:51 PM

    Is there documentation on what the required permissions are to connect Jotform to salesforce? I understand that Jotform just inserts information but it tends to be best practice to only give a connecting profile the access it needs instead of complete admin access.

  • Marlowe JotForm Support
    Replied on December 2, 2022 at 6:55 PM

    Hi ProviMerchandising,

    Thanks for reaching out to Jotform Support. I understand your concerns about the Salesforce Integration. We don't have specific documentation about the API, but this integration (like most third party apps that connect to Salesforce) only gives permissions to transfer data from Jotform to Salesforce. Jotform won't have direct access to your Salesforce account or to the data stored in your Salesforce account.

    Please let us know if you have any other questions.

  • neskemiquel
    Replied on December 2, 2022 at 11:10 PM

    I am looking for the same.

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