Salesforce integration requirements

  • Updated on Jul 16, 2025
  • Published on Nov 29, 2024
  • 1 minute(s) read
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The Fullcast to Salesforce integration is necessary to access data used for GTM planning in the Fullcast app, migrate planned data, and execute policies within Salesforce. The integration includes importing and exporting data in addition to accessing Salesforce and Fullcast metadata.

Fullcast provides a standard out-of-the-box integration with Salesforce that requires the following to be met:

  • Data Access—required for each integration type.

  • Modify All Access for Data Export—required for standard and custom objects to export GTM data into Salesforce.

Data access requirement

The following table lists the object and field access required for each of the integration types:

Object

Field

Account

  • ID

  • Account Name

  • Parent ID

  • Parent Name

  • Last Modified Date

  • Created Date

  • Billing or Shipping Address

  • Latitude

  • Longitude

  • Owner ID

  • Owner Name

  • Owner Role Name

  • Owner Profile Name

  • Record Type ID

  • Record Type Name

  • isDelete

User

  • ID

  • Name

  • First Name

  • Last Name

  • Last Modified Date

  • Created Date

  • Address

  • Latitude

  • Longitude

  • User Role Name

  • Profile Name

  • User Type

  • User Name

  • isDeleted

  • Title

  • Manager ID

  • Manager Name

  • isActive

Product

  • ID

  • Name

  • Product Code

  • Quantity Unit of Measure

  • Family

  • isActive

  • isDeleted

  • Type

  • Last Modified Date

  • Created Date

Opportunity

  • ID

  • AccountID

  • OwnerId

  • Type

  • StageName

  • Amount

  • RecordType.Name

  • Owner.Profile.Name

  • Owner.UserRole.Name

  • isDeleted

Opportunity Line Item

  • ID

  • OpportunityId

  • Product2Id

  • UnitPrice

  • Quantity

  • ListPrice

  • Opportunity.StageName

  • Opportunity.RecordType.Name

Role

  • Role Name

  • Role Name

Additional Objects

  • ID

  • Account/User/Product reference

Export into Salesforce

Modify All access is required for the following objects to export GTM data into Salesforce:

  • Account Team (Standard Object)

  • Fullcast Custom Objects

Fullcast app—motion package API integration

The Fullcast app and motion package is integrated via REST API, Apex REST API, and Apex REST callout.

  • Pre-requisite—import and export data requirements are met.

  • Fullcast motion policy configuration—configured in Fullcast and available in Salesforce during policy execution. Requires access to Salesforce standard object and field metadata.

  • Leads—if Lead Routing Policy is configured.

  • Accounts—if Account Routing Policy is configured.

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