OAuth client permissions for PureCloud for Salesforce


Note: This article applies to PureCloud for Salesforce.

Before configuring authentication in PureCloud for Salesforce, you must create an OAuth client in PureCloud. 

At a minimum, the roles that you assign to the client credentials grant for the OAuth client must have the following permissions in PureCloud. The permissions vary depending on the feature that you want to use in PureCloud for Salesforce.  

  • Routing of Salesforce Emails
    • Architect > User > Readonly
    • Conversation > Email > Create
    • Routing > Queue > Search, View
    • Routing > Skill > Manage
  • Campaign Management
    • Outbound > Callable Time Set > View
    • Outbound > Campaign > Add, Delete, Edit, View
    • Outbound > Contact > Add, Delete, View
    • Outbound > Contact List > Add, Delete, Edit, View
    • Outbound > DNC List > View
    • Outbound > Response Set > View
    • Outbound > Rule Set > View
    • Outbound > Schedule > Delete, Edit, View
    • Routing > Queue > Search, View
    • Scripter > Published Script > View
    • Telephony > Plugin > All

For more information, see Create an OAuth client and Configure authentication.

For more information about the integration, see About PureCloud for Salesforce.