To understand the types of permissions granted to a workspace admin user, here is the Cooby Required Fields permission set along with its explanation for your reference.

Cooby Required Fields permission set

The Cooby Required Field refers to the field properties that must be displayed when you create a contact or lead in WhatsApp Web. To ensure these fields display correctly, you must have both read and edit permissions.

Please note that if you have customized contact/lead properties, you need to update the Cooby Required Field permission to ensure every member have rights to access.

Default Lead required fields

• Name
• Phone
• Mobile
• Email
• Company
• Title
• Lead Status
• Lead Source
• Rating

Default Contact required fields

• Account Name
• Name
• Phone
• Mobile
• Email
• Title

We hope this document helps you better understand how Cooby works. For any concerns or questions regarding your Salesforce integration, kindly email us at support@cooby.co 💜

Updated on: 04/06/2025