Skip to main content

Quick question if a sales rep doesn’t have read access to a certain Salesforce field, but we’re mapping that field into the playbook using the integration user (who does have the right permissions), will the rep still be able to create the quote? Just want to make sure we’re not running into issues with missing data or permission conflicts.

Hi ​@Chloe! The read permissions used in the data sync are based off of the integration user, so yes the sales user will still be able to create the quote even if they can’t view the field in SFDC.