Salesforce integration requirements

The Salesforce integration imports and exports data to and from Fullcast for your GTM plan. The following are the minimum requirements for the Salesforce integration.

Import requirements

The import job requires Read Only access to the following objects and fields:

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.