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API Permissions for Sales Emails and Alerts
Sales Emails and Alerts requires some API permissions to function correctly. Assign a Salesforce Engage permission set and license to a user to grant these required permissions.
Note
Salesforce Engage is now known as Sales Emails
and Alerts. You can expect to see the previous name in a few
places until we replace it, including in the app
itself.
- Prospects—Create, query, and read prospects that aren’t assigned to them. If a
user has read permission on a lead or contact in Salesforce, the user can perform actions
on a corresponding prospect matched by:
- Lead or contact ID if your business unit allows multiple prospects with the same email address.
- Email if your business unit doesn’t allow multiple prospects with the same email address.
- Email templates—View all templates marked for one-to-one emails (respects folder permissions).
- Lists—View and edit all (respects folder permissions).
- Drip Programs—View all (respects folder permissions). Drip Program names are displayed as list names in the Salesforce mobile app and Engage for Gmail.
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