Salesforce.com user profile permissions related to the Salesforce CRM Chatlet

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Article ID: 91 | Last Modified: 06/09/2008

Just like in Salesforce.com, users of the Salesforce CRM Chatlet need set permissions to perform specific tasks.

The following functions for the Salesforce CRM Chatlet indicate the permissions necessary in a Salesforce.com account:

• Search: "Read" permissions for an Object are required
• Auto Query (in conjunction with mapped fields in Pre-Chat Forms and Custom Variables): "Read" permissions for an Object are required
• Create: "Create" permissions for an Object are required
• Edit: "Edit" permissions for an Object are required
• 1-Click Fast Fill: "Edit" and/or "Create" permissions for an Object are required
• Save Transcripts: "Edit" permissions for an Object and/or "Create" permissions on the "Case" Object (for creating a standalone Case with transcript or for attaching a Case to an Object) are required