Connect Agent permissions

Owned by Helen Griffith
Last updated: Dec 08, 2022

To initiate calls and work through dial lists with Connect in Salesforce, an agent must have permissions to various custom objects, fields, pages and Apex classes included in the Connect package. The Connect Agent permission set includes all the permissions that an agent needs to perform their tasks in Connect in Salesforce.

What permissions does an agent need to use Connect in Salesforce?

You must assign the Connect Agent permission set to your agents. 

 The Connect Agent permission set contains, amongst others, the following permissions:

  • Read Access and Edit Access to Dial List, Pending Dial Entry, Active Dial Entry, Processed Dial Entry, Dial List Processing Time, Dial List Agent and Dial Entry Call custom objects and their fields.
  • Access to the VisualForce pages for working through a dial list: Dialler, DialListInfo, DiallerNavigation.
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