What Salesforce permissions are required in order to sync to opportunity products

Last updated: May 8, 2025

The OAUTH user used to create the connection to the Salesforce instance needs to be provisioned with the following read/write permissions:

	•	"Opportunity"
	•	"Account"
	•	"Product2"
	•	"Pricebook2"
	•	"PricebookEntry"
	•	"OpportunityLineItem"
	•	"OpportunityLineItemSchedule"
	•	"ContentDocument"
	•	"Document"
	•	"Attachment"