Quick Tip #13 - Set Permissions to Load data to Salesforce Fields

Have you ever been building a rule to load data to a field in Salesforce, but when you go to map the field you can’t find the Salesforce field in the list? This happens to me all the time, especially when working with brand new fields.

This can be easily fixed by adding the field to the Rules Load Actions permissions.

1. Go to Rules Engine -> Rules Settings -> Permissions (Load Actions)
2. Click the 3 dots next to the object and add any fields you need to update OR click Add Object and select the object + fields you need
3. Go to your rule, refresh the page, and you should now be able to see the field!

These permissions add an extra layer of security around updating data in Salesforce. If you are working with a Sales Ops team that is nervous about granting you permissions, this is a helpful thing to show them.

Note: You will also need to make sure that the integration user set up on the Salesforce Connector has access to edit fields. You can work with your Salesforce admin to confirm this.