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Two permission sets are included in the Salesforce package.

Send2CRM

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Messenger Administrator

Assign this permission set to:

  • The API user that the Send2CRM service runs under. For public Site APIs, this will be the default record owner.

  • Any administrators that require full access to the messaging messenger objects.

Send2CRM

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Messenger User

Assign this permission set to any users that need to use messaging messenger functionality in Salesforce.

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