Permissions
The complete set of permissions the Birdie integration user (the account whose OAuth token Birdie uses) needs to run all Birdie functionality. Derived directly from every Salesforce API call Birdie's
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The complete set of permissions the Birdie integration user (the account whose OAuth token Birdie uses) needs to run all Birdie functionality. Derived directly from every Salesforce API call Birdie's
API Enabled
Case
Read, Create
Id, Subject, Description, Origin
Case Comment (CaseComment)
Read, Create
ParentId, CommentBody, IsPublished
Email Message (EmailMessage)
Read, Create
ParentId, FromName, FromAddress, ToAddress, Subject, TextBody, HtmlBody, MessageDate, Status, Incoming
User
Read
Id, Name, Email, TimeZoneSidKey
User Role (UserRole)
Read
Name
Messaging Session (MessagingSession)
Read
Id, CaseId, Status, MessagingEndUserId
Contact
Read
Email
Routing Field (optional)
Read
<Some_Field>__c (will be the value of the storage-routing field if configured)
sfbirdiecx__Birdie_Recording__c (managed)
Read, Edit
LinkUrl__c, FirstViewedAt__c, LastViewedAt__c, AnonymousViewCount__c, FirstAnonymousViewedAt__c, LastAnonymousViewedAt__c, BirdieAuthViewCount__c, FirstBirdieAuthViewedAt__c, LastBirdieAuthViewedAt__c
View All on Case, Contact, and Account — so the integration user can act on records regardless of owner/sharing.
Permission to send messaging notifications via the standard sendConversationMessages action (Messaging enabled + send allowed).
api · refresh_token · web · id · openid · profile · email · chatter_api
This is the full union of what Birdie uses. It deliberately excludes Modify All Data, System Administrator, Setup/admin permissions, Apex authoring, Delete on any object, and any object not listed above.
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