Salesforce Integration User

When using Spotlight.ai in Salesforce, most interactions between Spotlight.ai's micro services and Salesforce execute in the context of the currently logged in user. The exception is when Spotlight.ai receives a Platform Event from Salesforce Change Data Capture. If the change is made outside of the user's interaction with Spotlight.ai components on the Opportunity Lightning Record Page such as from a bulk update tool used by a System Administrator, then Spotlight.ai will synchronize data using a fallback account. The best practice for the fallback account is to create an integration user in Salesforce.

Integration user requirements

As the integration user acts as a fallback when the security context of the user cannot be determined, it needs to have privileges that permit it to complete synchronization processes as defined in this article: https://support.spotlight.ai/article/13-synchronizing-salesforce-and-spotlight-ai-data.

• Assigned access to the Connected App named Spotlight.ai Connected App.
• System Permissions
  • REST API Enabled
  • API Only User
• Able to view any opportunity (not be subject to Role limitations)
• Write permissions for Spotlight's Opportunity fields:
  • Spotlight Score (spai__Spotlight_Score__c)
  • Discovery Score (spai__Discovery_Score__c)
  • Value Score (spai__Value_Score__c)
  • MEDDICC Status URL (spai__MEDDICC_Status_URL__c)
  • At Risk (spai__At_Risk__c)
  • MEDDICC Score (spai__MEDDICC_Score__c) - deprecated
• Read permissions for the following Opportunity, Account and User fields:
  • Id
  • Name
  • Type
  • StageName
  • ForecastCategory
  • Amount
  • CloseDate
  • CreatedDate
  • IsClosed
  • OwnerId
  • Owner.FirstName
  • Owner.LastName
  • Owner.Email
  • Owner.Name
  • AccountId
  • Account.Name
• Read permission for any Opportunity fields setup for read synchronization
• Write permission for any Opportunity fields setup for write synchronization