Configuring Salesforce User Settings (2025)

After installing the Upland apps and setting your app permissions, configure your end users permissions and custom profile permissions.

Note: only Salesforce admins should perform app settings.

After configuring your user settings, connect your Salesforce apps to your Adestra account.

Custom profile permission settings

Note: each user being linked with Adestra must be a custom marketing profile.

To allow this profile to connect with the Adestra app:

  1. In the Salesforce Setup options, use the Quick Find search box to find and open the Profiles option.

  2. Select the custom marketing profile you and your users will be using to connect to Adestra.

    Note: if you have multiple custom marketing profiles you wish to link to Adestra, you will need to perform these steps on each profile.

  3. In the profile detail section, press the Edit button.

  4. Under Custom App Settings:

    • Ensure Adestra (UplandAE__Adestra) is set as Visible.

    • In the tab settings dropdowns, set:

      Dashboards to "Default On".

    • In the custom tab settings dropdowns, set:

      Adestra Settings to "Tab hidden".

      Events to “Default On”.

      Messages to “Default On”.

      Send to “Default On”.

      This is to enable marketing users to view event data synchronized from Adestra.

  5. Under Administrative Permissions, enable the following checkboxes:

    • Customize Application.

    • View Dashboards in Public Folder.

    • Manage Reports in Public Folders.

  6. Under General User Permissions, enable the following checkboxes:

    • View Event Log Files.

    • View My Team’s Dashboards.

  7. Under Standard Object Permissions, enable the following checkboxes:

    • "Read" for User External Credentials.

  8. Under Custom Object Permissions, Enable the following checkboxes:

    • "Read" and "Create" for Connectors Config.

    • "Read" for Events.

    • "Read", "Create", and "Edit" for Messages.

    • "Read" for Send.

  9. Under Platform Event Permissions, enable the following checkboxes:

    • "Read" for CampaignNotificationEvent.

  10. Press the Save button.

  11. Select “Enabled External Credential Principal Access” and press the Edit button.

    1. Select “Common_Upland_API_Connector - Upland Connector” in the Available External Credential Principals column.

    2. Press the Add arrow button to move the connector to the Enabled External Credential Principals column.

    3. Press the Save button.

  12. Select “Enabled Custom Metadata Type Access” and press the Edit button.

    1. Select all UplandAE_* metadata types in the Available Custom Metadata Types column.

    2. Press the Add arrow button to move the metadata types to the “Enabled Custom Metadata Types” column.

    3. Press the Save button.

  13. Select “Enabled Apex Class Access” and press the Edit button.

    1. Select all classes in the Available Apex Classes column.

    2. Press the Add arrow button to move the classes to the “Enabled Apex Classes” column.

    3. Press the Save button.

  14. Locate the Connectors Config option under Custom Field-Level Security and press the View button.

    1. Press the Edit button.

    2. Enable Read access for all fields.

    3. Press the Save button.

  15. Locate the Message option under Custom Field-Level Security and press the View button.

    1. Press the Edit button.

    2. Enable Read access and Edit access for all fields.

    3. Press the Save button.

  16. Locate the Event option under Custom Field-Level Security and press the View button.

    1. Press the Edit button.

    2. Enable Read access for all fields.

    3. Press the Save button.

  17. Locate the Send option under Custom Field-Level Security and press the View button.

    1. Press the Edit button.

    2. Enable Read access for all fields.

    3. Press the Save button.

End users permission settings

Note: if you have more than one end user that will be using the Adestra app, you will need to apply these settings to each user.

  1. In the Salesforce Setup options, use the Quick Find search box to find and open the Users menu.

  2. Press the Edit button next to your Adestra user.

  3. Ensure the correct profile is assigned, i.e. one of the custom marketing profiles configured for Adestra.

  4. Enable the checkboxes for the following options/settings:

    • Active.

    • Marketing User.

    • Flow User.

  5. Press the Save button.

After configuring your user settings, connect your Salesforce apps to your Adestra account.