---
title: "Salesforce integration requirements"
slug: "salesforce-integration-requirements"
description: "The object and field access required for each of the integration types necessary to access data used for GTM planning in the Fullcast, migrate planned data, and execute policies within Salesforce."
tags: ["Advanced", "Expository", "Fullcast", "IT", "Salesforce Admin", "Salesforce Integration"]
updated: 2026-01-26T21:32:27Z
published: 2026-01-26T21:32:27Z
stale: true
---

> ## Documentation Index
> Fetch the complete documentation index at: https://support.fullcast.com/llms.txt
> Use this file to discover all available pages before exploring further.

# 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.

**Go-to-market:**The strategy used to bring a product to market.

## Related

- [Connect Fullcast to Salesforce](/connect-fullcast-to-salesforce.md)
- [Install or upgrade the managed package](/installing-the-managedpackage.md)