Salesforce

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Overview

The Navattic Salesforce integration uses a direct connection through Salesforce’s standard OAuth flow, connecting directly to your Salesforce instance using standard objects and custom fields.

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Salesforce Configuration

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Custom Object: Navattic Session

When you connect Salesforce to Navattic, a custom object called Navattic Session is automatically created to track individual demo viewing sessions. This object includes:

Session Data Fields

• Session ID (text, primary field)
• Started At (datetime)
• Full Name (text, 255 characters)
• Email (text, 255 characters)
• Duration (minutes) (number with 3 decimal places)
• Steps Viewed (whole number)
• Demos (text, 255 characters)
• Flows (text, 255 characters)
• Very Interested Areas (text, 255 characters)
• Somewhat Interested Areas (text, 255 characters)
• Not Interested Areas (text, 255 characters)

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Integration User Requirements

The Salesforce user account that connects to Navattic needs specific permissions to sync demo engagement data.

Required Object Permissions

The connected user must have Read and Edit access to:

• Lead object
• Contact object
• Account object
• Opportunity object
• Navattic Session object (custom)

Required Field-Level Security

The user needs Read and Edit access to:Standard Fields:

• Email (on Lead and Contact)
• FirstName (on Lead and Contact)
• LastName (on Lead and Contact)
• Name (on Account and Opportunity)
• Website (on Account)
• Company (on Lead)

Custom Fields:

• All Navattic custom fields listed above

Required System Permissions

• API Enabled - This permission must be enabled on the user’s profile or permission set
• View All Data (recommended) - Makes setup easier, though not strictly required
• Modify All Data (recommended) - Makes setup easier, though not strictly required

Permission Set Creation

During the initial connection, Navattic automatically creates a Permission Set that grants access to:

• The Navattic Session custom object
• All fields on the Navattic Session object
• Full CRUD permissions on Lead, Contact, Account, and Opportunity objects

This permission set is automatically assigned to the connected integration user.

User Account Recommendations

Option 1: Dedicated Integration User (Recommended)Create a dedicated Salesforce user specifically for the Navattic integration:

• Clear audit trail of all Navattic activities
• Easy to troubleshoot permission issues
• Can be disabled without affecting other integrations
• Doesn’t consume a regular user license (use Integration User license if available)

Setup steps:

1. Create a new user with Integration User or regular license
2. Assign a profile with API Enabled permission
3. Grant the required object and field permissions
4. Use this user to connect Navattic

Option 2: System Administrator UserUse your Salesforce admin account to connect:

• Quick setup with no permission configuration needed
• Guaranteed to have all required permissions

Disadvantages:

• Less clear audit trail
• All Navattic actions appear as admin actions
• If admin leaves organization, integration may break

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Setup Steps

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Troubleshooting

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Connection Fails with “Insufficient Permissions”

Cause: The Salesforce user doesn’t have API Enabled permission. Solution:

1. Go to Salesforce Setup > Users > Profiles
2. Find the user’s profile and edit it
3. Ensure “API Enabled” is checked under System Permissions
4. Save and retry the connection

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Custom Fields Not Created

Cause: The user may lack Modify Metadata permission or field creation is restricted. Solution:

1. Use a System Administrator account to connect initially
2. Custom fields will be created automatically
3. You can then adjust permissions and reconnect with a different user if needed

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Data Not Syncing to Salesforce

Cause: Field-level security may be preventing writes to custom fields. Solution:

1. Go to Salesforce Setup > Object Manager
2. Select the affected object (Lead, Contact, Account, or Opportunity)
3. Click Fields & Relationships
4. For each Navattic custom field, click the field name
5. Click “Set Field-Level Security”
6. Ensure the integration user’s profile has “Visible” and “Editable” checked
7. Save changes

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”Record Locked” or “Unable to Lock Row” Errors

Cause: Salesforce record locking during high-volume updates. Solution:

• These errors are typically temporary and Navattic will retry
• If persistent, check for workflow rules or validation rules that may be causing conflicts
• Consider adjusting the timing of your Playbook triggers to spread out updates

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Permission Set Assignment Fails

Cause: User already has maximum number of permission set assignments. Solution:

1. In Salesforce Setup, go to Users > Permission Sets
2. Find “Navattic Permission Set”
3. Manually assign it to the integration user
4. Or consolidate other permission sets if the user has reached the limit

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Security Considerations

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OAuth Token Storage

Navattic stores OAuth tokens securely and uses them only to sync data according to your configured Playbooks. Tokens are:

• Encrypted at rest
• Only used for authorized API operations
• Automatically refreshed when needed
• Revocable at any time from Salesforce

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Data Access

The integration only:

• Reads data needed to match visitors to Leads/Contacts
• Writes engagement data to fields you’ve mapped
• Never modifies other Salesforce data
• Respects your Salesforce sharing rules and permissions

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Disconnecting the Integration

To disconnect Navattic from Salesforce:

1. In Navattic: Go to Settings > Integrations > Salesforce and click Disconnect
2. In Salesforce: Go to Setup > Connected Apps OAuth Usage to view and revoke the connection

Custom fields created during setup will remain in Salesforce but will no longer receive updates from Navattic.