Assigning Permissions

The package comes with one Permission Set called UTM Touchpoint. That is all you need to administer and use the out-of-the-box functionality.

We recommend that you assign this permission set to:

The user who is administering the application
The B2BMA Integration User, if you plan to use the Touchpoint object as a custom object in Account Engagement
Any users who may need to view the Touchpoint records or create Reports and Dashboards

Depending on the level of customization (for example, if you create custom fields to capture additional UTM parameters), you may need to create an additional Permission Set that you can control.

We recommend creating a new Permission Set, naming it UTM Touchpoint Custom, adding the additional permissions, and then assigning it to the users listed above.

Enabling CampaignMember CreatedDate

For proper Campaign Influence to be calculated, it will be important for the Campaign Member record to appear to have been created at the time that the event actually occurred.

We will use the native Set Audit Fields upon Record Creation setting and permission to enable this.

First, make sure that the feature Set Audit Fields upon Record Creation is enabled

From Salesforce Setup, quick find “User Interface”
Scroll down to the checkbox Enable “Set Audit Fields upon Record Creation” and check it if not already checked.
Save your changes.

Next, assign the System Permission Set Audit Fields upon Record Creation to the User who will be running the integration. It is recommended adding this to the UTM Touchpoint Custom permission set.

Creating an Integration User

When possible, it is a best practice to create a Salesforce User dedicated to running this integration.

Create a new User with the Salesforce Integration User License, picking a Profile available to you.

Once created, add the Salesforce Integration Permission Set License, as well as the UTM Touchpoints Permission Set, and the Permission Set you have created to allow setting Audit Fields (if applicable).