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Object Mapping

After authenticating with your CRM, you'll configure how PrimeRole's data maps to your Salesforce objects and set necessary permissions.

PrimeRole System Objects​

Three core PrimeRole system objects need mapping to corresponding Salesforce objects:

  • Company: Typically mapped to the Salesforce Account object.
  • People - Lead: Typically mapped to the Salesforce Lead object.
  • People - Contact: Typically mapped to the Salesforce Contact object.

Configuration Process​

For each PrimeRole system object:

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  1. Select Salesforce Object: Choose the corresponding Salesforce object from the dropdown menu.
  2. Configure Permissions: Set the following permissions for the selected object:
    • Create records: Allows users to create new records in Salesforce.
    • Update records: Allows users to modify existing records in Salesforce.
    • View records: Allows users to view record details from Salesforce.

Important Note​

These permission settings are applied workspace-wide, affecting all users within your PrimeRole workspace.