Cooby Required Fields permission set explanation
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.
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.
Name
Phone
Mobile
Email
Company
Title
Lead Status
Lead Source
Rating
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 💜
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
Company
Title
Lead Status
Lead Source
Rating
Default Contact required fields
Account Name
Name
Phone
Mobile
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
Thank you!