For the complete documentation index, see llms.txt. This page is also available as Markdown.

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


System permission

  • API Enabled

Object permissions + field-level security

Object
Access
Fields (read/write)

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

Record visibility (sharing)

  • View All on Case, Contact, and Account — so the integration user can act on records regardless of owner/sharing.

Messaging

  • Permission to send messaging notifications via the standard sendConversationMessages action (Messaging enabled + send allowed).

Connected App OAuth scopes

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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