Salesforce Integration Requirements


  1. API Integration User 
  2. Import 
  3. Export
  4. Managed Package
  5. Custom Objects in Managed Package
  6. Connected App
  7. Frequently Asked Questions

API Integration User

An API integration user must be created in Salesforce. This user will be the main authentication method into Salesforce to run the Import and Export of data. It is preferred that this is a username and password that Fullcast can manage since the OAuth path into Salesforce is not available in the Fullcast app today. There is an alternative to this if your company's security policy prevents this. In that scenario any updates or changes to the username or password would break the integration and would require support from your company to reestablish the connection.

Our import and export jobs use the REST Bulk API.


The minimum permissions required for fields being imported into Fullcast is read only. There are mandatory objects and fields to be imported that are defined below:

    Account User Product Account team Additional objects  (If importing additional objects from the ones already listed.)
    ID ID ID Role Name ID
    Account Name Name Name Role Name Reference to the Account, User, or Product Objects
    Parent ID First Name Product code
    Parent Name Last Name Quantity Unit of Measure
    Last Modified Date Last Modified Date Family
    Created Date Created Date isActive
    Billing or Shipping Address Address isArchive
    Latitude Latitude isDeleted
    Longitude Longitude Type
    Owner ID User Role name Last Modified date
    Owner Name Profile name Created date
    Owner Role Name User Type
    Owner Profile Name User Name
    Record Type ID isDeleted
    Record Type Name Title
    isDeleted Manager ID
    Manager Name


Full access is required for any field/object which we are writing to. The Objects which are required in the export job are:

  • GTM - Fullcast Custom Object
  • Territory Member - Fullcast Custom Object
  • Team Member - Fullcast Custom Object
  • Product Member - Fullcast Custom Object
  • Account Team - Salesforce Standard Object

Managed Package

Our managed package must be installed for the integration to work as we import and export data to custom objects in the managed package. The managed package contains mostly custom objects and fields. There are settings in the Custom Metadata Types, Custom Settings, and Remote Sites. Below is the list of custom fields added to the standard objects of Salesforce. 

Account Account team member Contact Lead User Global Value Set Oppor-
Case Oppor-
tunity team member
Industry Code Assignment Type Domain Last updated at Routing rule Vacation Start date Lead Status Routing Rule Routing rule Holdout Days
Ultimate parent External ID Domain in sync? Domain Vacation  End date Operator Holdout Expiry days
Routing rule Assignment Start Date Routing rule Domain Last Updated at? Agent Logged in Routing_

UltimateParentKey Assignment End Date Contact status Domain in sync?
Domain Assignment ID deprecated Clean Domain Best Matched Account
Domain Last updated at Domain Clean Domain
Clean Domain

Ultimate parent ID


Domain in sync

Industry Taxonomy

In total, 38 custom fields are added to the standard objects in Salesforce. Below is the list of custom Lookup fields for the standard objects.

Custom Field Custom Lookup Field
Industry Taxonomy Account
Routing Rule Account
Territory Account
Ultimate Parent Account
Routing Rule Case
Contact Status Contact
Routing rule
Best Match Account
Routing rule
Routing rule

There are 3 triggers in the managed package. 1 on the Account (fullcastAccountTrigger), 1 on the Contact (fullcastContactTrigger), and 1 on the Lead Object (fullcastLEadTrigger). These are configured to be off by default so they do not run in the Salesforce environment until they are needed for a motion policy.

Custom Objects in Managed Package

Currently, there are 21 custom objects for Fullcast added in the Salesforce environment. Below is the list of custom objects. 

Fullcast Engagement Fullcast Account Hierarchy Fullcast Dupe Action
Fullcast Dupe Policy Fullcast Embargo Policy Fullcast GTM
Fullcast Holdout Policy Fullcast Industry Taxonomy Fullcast Industry Taxonomy policy
Fullcast Job Fullcast Policy Error Log Fullcast Policy Status
Fullcast Queue Participant Fullcast Queue Timing Fullcast Resource
Fullcast Resource Usage Fullcast Routing Queues Fullcast Service Level Policy
Product Team member Team Member Territory Member

Connected App

After the managed package is installed, a connected app needs to be created. This is required as it is how Motion policies are managed between Fullcast and Salesforce. The simplified Fullcast UI that is available from within Salesforce also leverages the connected app. 

Frequently Asked Questions

Are there any field limitations to what can be pulled into Fullcast? 

There are no limitations on the type of fields that can be imported into Fullcast from Salesforce.

What Salesforce editions is Fullcast compatible with?

 Enterprise and Unlimited.

Are new custom Objects being introduced into the Salesforce instance? Which object permissions are needed as part of this integration?

Yes. The Salesforce Managed Package will add custom objects for which the solution will require full permissions on. For the standard objects, the fields that are imported will be based on whether it's needed for planning or not. This is fully configurable and will be based on the needs of the RevOps team. The standard objects we need for planning are accounts, users, and opportunities. Once planning is done certain information such as Territory, Account Team, and Quota information can be pushed back into Salesforce. This is also configurable based on needs. We recommend using a unique/separate integration user.  

What's the frequency and volume of transactions in 24 hours time frame?

This is configurable but usually once every 24 hours. We pull in delta changes in the past 24 hours for the standard objects mentioned above. The volume will depend on how much volatility you have in Account and user data, or any other objects/fields needed for planning. For most of our customers, this is minimal with imports not exceeding 2K records every 24hrs.

What kind of Salesforce APIs are being used? (APIs being leveraged for Salesforce integration use REST/ SOAP/ Events API)

REST API - Bulk.  

Is It a Synchronous or Asynchronous transaction?

Configurable based on the salesforce environment and governor limits. Defaults to Asynchronous.

Does this package require a Full admin profile and a specific license?

No, though a separate integration user is recommended.

Does Fullcast provide the ability to customize the batch size?

Yes. You can control the batch size to deal with governor limits. 

Is there error logging available?

A custom error logging object is available for any errors in salesforce. This can be enabled and disabled via configuration AND can be set up for automatic purging of error logs.  Fully compatible with Salesforce debugging and logging capabilities.

What are the disable options for the package integrations?

We use standard salesforce Connected App/OAuth Settings. The package can be disabled here. In addition, access can be controlled via the integration user as well.  

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