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# Permission Set and Access Configuration

To successfully connect Cooby with Salesforce and ensure that WhatsApp chats sync properly between both systems, users must have the correct profile and permission settings.

If you haven’t yet assigned the required permission sets, please first follow the steps in our [Admin Setup](https://help.cooby.co/en/article/admin-setup-5oytdi/) guide to complete the setup.

If you have already assigned the `Cooby Admin/Member Permission Set` and `Cooby Required Field Permission Set` to the integration user but still see the error message** “You are unable to access the Salesforce integration.”** on WhatsApp Web, it may indicate that the user does not have sufficient access for the system to complete the setup.

This article explains how to resolve this issue under two common scenarios.
# I. If the user’s profile can be changed

In most cases, this error appears when the user is assigned a limited-access profile such as `Read Only` or `Minimum Access – Salesforce`.
These profile types do not provide sufficient access for Cooby’s Salesforce integration to work properly.

###### How to fix:

1. Go to **Setup** in Salesforce.
2. Open the affected user’s **Profile**.
3. Change it to **Standard User** or an **equivalent custom profile** with sufficient permissions.
4. Save the changes and reconnect Cooby with Salesforce.
Once updated, the connection should work normally.

# II. If the user’s profile cannot be changed

If you cannot modify the user’s profile type, please verify that the user has all the required **Object** and **Field** permissions.

### Step 1. Verify Object Permissions

###### For Admin
| Object Name | Allow Create | Allow Delete | Allow Edit | Allow Read | Modify All Records | View All Records |
| ---- |
| Contact | ✅ | ❌ | ✅ | ✅ | ❌ | ❌ |
| Lead | ✅ | ❌ | ✅ | ✅ | ❌ | ❌ |
| Account | ❌ | ❌ | ❌ | ✅ | ❌ | ❌ |
| Opportunity | ❌ | ❌ | ❌ | ✅ | ❌ | ❌ |
| User | ❌ | ❌ | ❌ | ✅ | ❌ | ❌ |
| Message__c | ✅ | ✅ | ✅ | ✅ | ❌ | ❌ |
| Message_Attachment__c | ✅ | ✅ | ✅ | ✅ | ❌ | ❌ |
| WhatsApp_user__c | ✅ | ✅ | ✅ | ✅ | ❌ | ❌ |
| WhatsApp_chat__c | ✅ | ✅ | ✅ | ✅ | ❌ | ❌ |


###### For Member
| Object Name | Allow Create | Allow Delete | Allow Edit | Allow Read | Modify All Records | View All Records |
| ---- |
| Contact | ✅ | ❌ | ✅ | ✅ | ❌ | ❌ |
| Lead | ✅ | ❌ | ✅ | ✅ | ❌ | ❌ |
| Account | ❌ | ❌ | ❌ | ✅ | ❌ | ❌ |
| Opportunity | ❌ | ❌ | ❌ | ✅ | ❌ | ❌ |
| User | ❌ | ❌ | ❌ | ✅ | ❌ | ❌ |
| Message__c | ✅ | ❌ | ✅ | ✅ | ❌ | ❌ |
| Message_Attachment__c | ✅ | ❌ | ✅ | ✅ | ❌ | ❌ |
| WhatsApp_user__c | ✅ | ❌ | ✅ | ✅ | ❌ | ❌ |
| WhatsApp_chat__c | ✅ | ❌ | ✅ | ✅ | ❌ | ❌ |

### Step 2. Verify Field Permissions

Each object should follow the same field permission requirements as the object permission above.
Whether the user has Admin or Member permission, make sure the following fields have the proper access:

| Object Name | Field Name | Edit | Read |
| ---- |
| Contact | AccountId | ✅ | ✅ |
| Contact | Description | ✅ | ✅ |
| Contact | Email | ✅ | ✅ |
| Contact | HomePhone | ✅ | ✅ |
| Contact | LeadSource | ✅ | ✅ |
| Contact | MobilePhone | ✅ | ✅ |
| Contact | OtherPhone | ✅ | ✅ |
| Contact | Phone | ✅ | ✅ |
| Contact | First_message_from_contact_1to1__c | ✅ | ✅ |
| Contact | First_message_from_contact_all__c | ✅ | ✅ |
| Contact | First_message_from_contact_group__c | ✅ | ✅ |
| Contact | First_message_from_team_1to1__c | ✅ | ✅ |
| Contact | First_message_from_team_all__c | ✅ | ✅ |
| Contact | First_message_from_team_group__c | ✅ | ✅ |
| Contact | Formatted_Phone__c | ✅ | ✅ |
| Contact | Last_WhatsApp_properties_sync_time__c | ✅ | ✅ |
| Contact | Last_message_from_contact_1to1__c | ✅ | ✅ |
| Contact | Last_message_from_contact_all__c | ✅ | ✅ |
| Contact | Last_message_from_contact_group__c | ✅ | ✅ |
| Contact | Last_message_from_team_1to1__c | ✅ | ✅ |
| Contact | Last_message_from_team_all__c | ✅ | ✅ |
| Contact | Last_message_from_team_group__c | ✅ | ✅ |
| Contact | WhatsApp_Formatted_Phone__c | ✅ | ✅ |
| Contact | WhatsApp_user__c | ✅ | ✅ |
| Lead | Address | ✅ | ✅ |
| Lead | AnnualRevenue | ✅ | ✅ |
| Lead | Description | ✅ | ✅ |
| Lead | DoNotCall | ✅ | ✅ |
| Lead | Email | ✅ | ✅ |
| Lead | Industry | ✅ | ✅ |
| Lead | LeadSource | ✅ | ✅ |
| Lead | MobilePhone | ✅ | ✅ |
| Lead | NumberOfEmployees | ✅ | ✅ |
| Lead | Phone | ✅ | ✅ |
| Lead | Rating | ✅ | ✅ |
| Lead | Title | ✅ | ✅ |
| Lead | Website | ✅ | ✅ |
| Lead | First_message_from_contact_1to1__c | ✅ | ✅ |
| Lead | First_message_from_contact_all__c | ✅ | ✅ |
| Lead | First_message_from_contact_group__c | ✅ | ✅ |
| Lead | First_message_from_team_1to1__c | ✅ | ✅ |
| Lead | First_message_from_team_all__c | ✅ | ✅ |
| Lead | First_message_from_team_group__c | ✅ | ✅ |
| Lead | Formatted_Phone__c | ✅ | ✅ |
| Lead | Last_WhatsApp_properties_sync_time__c | ✅ | ✅ |
| Lead | Last_message_from_contact_1to1__c | ✅ | ✅ |
| Lead | Last_message_from_contact_all__c | ✅ | ✅ |
| Lead | Last_message_from_contact_group__c | ✅ | ✅ |
| Lead | Last_message_from_team_1to1__c | ✅ | ✅ |
| Lead | Last_message_from_team_all__c | ✅ | ✅ |
| Lead | Last_message_from_team_group__c | ✅ | ✅ |
| Lead | WhatsApp_Formatted_Phone__c | ✅ | ✅ |
| Lead | WhatsApp_user__c | ✅ | ✅ |
| Message_Attachment__c | Size__c | ✅ | ✅ |
| Message_Attachment__c | Type__c | ✅ | ✅ |
| Message_Attachment__c | Url__c | ✅ | ✅ |
| Message_Attachment__c | WhatsApp_Message__c | ✅ | ✅ |
| Message__c | External_Id__c | ✅ | ✅ |
| Message__c | Is_Manually_Synced__c | ✅ | ✅ |
| Message__c | Is_Sent_by_Target_user__c | ❌ | ✅ |
| Message__c | Message_Id__c | ✅ | ✅ |
| Message__c | Message_body__c | ✅ | ✅ |
| Message__c | Related_Account__c | ✅ | ✅ |
| Message__c | Related_Contact__c | ✅ | ✅ |
| Message__c | Related_Lead__c | ✅ | ✅ |
| Message__c | Related_Opportunity__c | ✅ | ✅ |
| Message__c | Related_Task__c | ✅ | ✅ |
| Message__c | Sender_Phone__c | ❌ | ✅ |
| Message__c | Sent_Datetime__c | ❌ | ✅ |
| Message__c | Sent_time__c | ✅ | ✅ |
| User | Phone__c | ✅ | ✅ |
| WhatsApp_chat__c | Is_Group_Chat__c | ✅ | ✅ |
| WhatsApp_chat__c | Syncer__c | ✅ | ✅ |
| WhatsApp_user__c | First_Name__c | ✅ | ✅ |
| WhatsApp_user__c | Picture_URL__c | ✅ | ✅ |

### Step 3. Reassign or Update Permission Sets

If you’ve updated permissions or created a new permission set, reassign it to the affected users so the changes can take effect.

1. Go to **Setup → Permission Sets** in Salesforce.
2. Select the updated permission set (e.g. `Custom Permission Set for Cooby`).
3. Click **Manage Assignments** → **Add Assignments**.
4. Select the users who need access.
5. Click **Assign**, then **Done**.
After saving, have the user reconnect **Cooby** with **Salesforce** to complete the update.

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__](mailto:support@cooby.co) 💜