What Permissions Are Needed for Invoca Salesforce Users?

The object, field, Apex class, Visualforce, and system permissions required for the Invoca Enterprise app in Salesforce.

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Answer

• Set Read and Edit permissions for: Invoca Call Log, Invoca Conversion Mapping, Invoca Reportings, and Invoca Error Logs.
• Check Field Permissions for mapped fields on: Accounts, Contacts, Leads, Opportunities, and Cases.
• Grant explicit permission to access Apex Classes containing @AuraEnabled methods — specifically CallLogWrapper and CallStreamingController within the Invoca Enterprise app.
• Enable the 4 Visualforce pages associated with the Invoca Enterprise app under Visualforce Page Access (namespace prefix INVOCA_FOR_SF).
• Under System Permissions, check the Apex REST Services and Edit Tasks flags.
• Under App Permissions, allow users to Convert Leads.